Forte Capital LLC ADV Sells 100 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Forte Capital LLC ADV trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,162 shares of the exchange traded fund’s stock after selling 100 shares during the period. Forte Capital LLC ADV’s holdings in iShares Russell 1000 Value ETF were worth $523,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in IWD. HHM Wealth Advisors LLC lifted its holdings in shares of iShares Russell 1000 Value ETF by 60.2% during the 4th quarter. HHM Wealth Advisors LLC now owns 189 shares of the exchange traded fund’s stock worth $31,000 after acquiring an additional 71 shares during the last quarter. Headinvest LLC bought a new stake in shares of iShares Russell 1000 Value ETF during the third quarter valued at approximately $29,000. Peachtree Investment Partners LLC grew its stake in iShares Russell 1000 Value ETF by 84.8% in the third quarter. Peachtree Investment Partners LLC now owns 194 shares of the exchange traded fund’s stock worth $30,000 after purchasing an additional 89 shares during the period. BluePath Capital Management LLC bought a new position in iShares Russell 1000 Value ETF in the third quarter worth $36,000. Finally, Federated Hermes Inc. purchased a new position in iShares Russell 1000 Value ETF during the fourth quarter valued at $42,000.

iShares Russell 1000 Value ETF Stock Up 0.6 %

Shares of NYSEARCA:IWD traded up $1.02 during midday trading on Friday, reaching $173.12. The company’s stock had a trading volume of 970,219 shares, compared to its average volume of 2,107,100. iShares Russell 1000 Value ETF has a 12-month low of $143.34 and a 12-month high of $179.56. The firm has a market capitalization of $54.23 billion, a P/E ratio of 17.81 and a beta of 0.77. The firm has a 50 day moving average of $173.97 and a 200-day moving average of $164.82.

iShares Russell 1000 Value ETF Company Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).