Smith & Howard Wealth Management LLC Has $1.91 Million Position in iShares Russell 1000 Value ETF (IWD)

Smith & Howard Wealth Management LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 45.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,430 shares of the exchange traded fund’s stock after acquiring an additional 4,791 shares during the period. iShares Russell 1000 Value ETF accounts for 0.9% of Smith & Howard Wealth Management LLC’s holdings, making the stock its 16th biggest position. Smith & Howard Wealth Management LLC’s holdings in iShares Russell 1000 Value ETF were worth $1,905,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Tradewinds Capital Management LLC acquired a new position in iShares Russell 1000 Value ETF in the 4th quarter valued at $27,000. Jackson Hole Capital Partners LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the 4th quarter worth $27,000. Resources Management Corp CT ADV acquired a new stake in shares of iShares Russell 1000 Value ETF during the 4th quarter worth $29,000. WP Advisors LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the 1st quarter worth $32,000. Finally, Fusion Family Wealth LLC acquired a new stake in shares of iShares Russell 1000 Value ETF during the 4th quarter worth $33,000.

IWD opened at $125.32 on Friday. iShares Russell 1000 Value ETF has a 52-week low of $104.07 and a 52-week high of $129.82.

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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).

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Institutional Ownership by Quarter for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

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