Carret Asset Management LLC Reduces Position in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Carret Asset Management LLC decreased its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,595 shares of the exchange traded fund’s stock after selling 154 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,751,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Benchmark Financial Wealth Advisors LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 2.0% during the fourth quarter. Benchmark Financial Wealth Advisors LLC now owns 3,653 shares of the exchange traded fund’s stock worth $604,000 after buying an additional 71 shares in the last quarter. Harvest Fund Management Co. Ltd grew its holdings in shares of iShares Russell 1000 Value ETF by 5,631.8% during the fourth quarter. Harvest Fund Management Co. Ltd now owns 2,522 shares of the exchange traded fund’s stock worth $417,000 after buying an additional 2,478 shares in the last quarter. Stillwater Capital Advisors LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 16.5% during the fourth quarter. Stillwater Capital Advisors LLC now owns 17,946 shares of the exchange traded fund’s stock worth $2,966,000 after buying an additional 2,542 shares in the last quarter. Dixon Fnancial Services Inc. grew its holdings in shares of iShares Russell 1000 Value ETF by 27.4% in the fourth quarter. Dixon Fnancial Services Inc. now owns 13,010 shares of the exchange traded fund’s stock valued at $2,150,000 after purchasing an additional 2,800 shares during the period. Finally, Evergreen Advisors LLC grew its holdings in shares of iShares Russell 1000 Value ETF by 2.4% in the third quarter. Evergreen Advisors LLC now owns 4,818 shares of the exchange traded fund’s stock valued at $731,000 after purchasing an additional 113 shares during the period.

iShares Russell 1000 Value ETF Price Performance

Shares of IWD traded down $0.04 during mid-day trading on Wednesday, reaching $173.62. The stock had a trading volume of 1,588,109 shares, compared to its average volume of 2,174,389. iShares Russell 1000 Value ETF has a 52-week low of $143.34 and a 52-week high of $179.56. The business’s fifty day moving average is $173.38 and its 200 day moving average is $163.79. The firm has a market cap of $54.40 billion, a price-to-earnings ratio of 17.74 and a beta of 0.80.

iShares Russell 1000 Value ETF 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).