Forum Financial Management LP Makes New $276,000 Investment in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Forum Financial Management LP acquired a new position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSGet Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,616 shares of the company’s stock, valued at approximately $276,000.

A number of other institutional investors have also added to or reduced their stakes in IWS. Worth Asset Management LLC purchased a new position in iShares Russell Mid-Cap Value ETF in the first quarter valued at about $26,000. Accel Wealth Management boosted its stake in iShares Russell Mid-Cap Value ETF by 294.0% in the third quarter. Accel Wealth Management now owns 264 shares of the company’s stock valued at $27,000 after acquiring an additional 197 shares during the last quarter. Accurate Wealth Management LLC purchased a new position in iShares Russell Mid-Cap Value ETF in the fourth quarter valued at about $37,000. Gradient Investments LLC boosted its stake in iShares Russell Mid-Cap Value ETF by 91.2% in the third quarter. Gradient Investments LLC now owns 432 shares of the company’s stock valued at $41,000 after acquiring an additional 206 shares during the last quarter. Finally, Horizons Wealth Management purchased a new position in iShares Russell Mid-Cap Value ETF in the second quarter valued at about $43,000.

iShares Russell Mid-Cap Value ETF Stock Up 1.6 %

IWS opened at $106.20 on Monday. The stock has a market cap of $12.70 billion, a price-to-earnings ratio of 12.62 and a beta of 1.08. iShares Russell Mid-Cap Value ETF has a twelve month low of $94.32 and a twelve month high of $122.68. The company’s 50-day moving average price is $109.23 and its two-hundred day moving average price is $106.53.

iShares Russell Mid-Cap Value ETF Company Profile

(Get Rating)

iShares Russell Mid-Cap Value ETF (the Fund), formerly iShares Russell Midcap Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Value Index (the Value Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market.

See Also

Want to see what other hedge funds are holding IWS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWSGet Rating).

Institutional Ownership by Quarter for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Receive News & Ratings for iShares Russell Mid-Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell Mid-Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.