Cherry Tree Wealth Management LLC Buys 97 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Cherry Tree Wealth Management LLC increased its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 25.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 482 shares of the exchange traded fund’s stock after purchasing an additional 97 shares during the quarter. Cherry Tree Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $80,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Independent Advisor Alliance bought a new position in iShares Russell 1000 Value ETF in the 3rd quarter valued at $211,000. BluePath Capital Management LLC bought a new position in iShares Russell 1000 Value ETF in the 3rd quarter valued at $36,000. FORVIS Wealth Advisors LLC grew its position in iShares Russell 1000 Value ETF by 5.6% in the 3rd quarter. FORVIS Wealth Advisors LLC now owns 10,516 shares of the exchange traded fund’s stock valued at $1,597,000 after acquiring an additional 553 shares during the last quarter. Calamos Wealth Management LLC grew its position in iShares Russell 1000 Value ETF by 3.8% in the 3rd quarter. Calamos Wealth Management LLC now owns 4,565 shares of the exchange traded fund’s stock valued at $693,000 after acquiring an additional 165 shares during the last quarter. Finally, Cambridge Trust Co. grew its position in iShares Russell 1000 Value ETF by 8.4% in the 3rd quarter. Cambridge Trust Co. now owns 3,153 shares of the exchange traded fund’s stock valued at $479,000 after acquiring an additional 245 shares during the last quarter.

iShares Russell 1000 Value ETF Stock Performance

iShares Russell 1000 Value ETF stock traded up $0.40 during mid-day trading on Tuesday, hitting $174.87. The company’s stock had a trading volume of 786,897 shares, compared to its average volume of 2,079,810. The company has a 50 day moving average of $174.14 and a 200-day moving average of $165.38. The stock has a market cap of $54.78 billion, a PE ratio of 17.81 and a beta of 0.77. iShares Russell 1000 Value ETF has a one year low of $143.34 and a one year high of $179.56.

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).