Valeo Financial Advisors LLC Has $5.63 Million Holdings in iShares Russell 1000 Value ETF (IWD)

Valeo Financial Advisors LLC boosted its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 9.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,278 shares of the exchange traded fund’s stock after buying an additional 3,797 shares during the period. iShares Russell 1000 Value ETF accounts for about 0.8% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its 25th biggest holding. Valeo Financial Advisors LLC’s holdings in iShares Russell 1000 Value ETF were worth $5,628,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the business. Sequoia Financial Advisors LLC lifted its holdings in iShares Russell 1000 Value ETF by 10.6% during the second quarter. Sequoia Financial Advisors LLC now owns 28,477 shares of the exchange traded fund’s stock worth $3,336,000 after buying an additional 2,735 shares during the period. NorthRock Partners LLC lifted its holdings in iShares Russell 1000 Value ETF by 2.7% during the second quarter. NorthRock Partners LLC now owns 315,668 shares of the exchange traded fund’s stock worth $38,297,000 after buying an additional 8,265 shares during the period. First Republic Investment Management Inc. lifted its holdings in iShares Russell 1000 Value ETF by 1.1% during the second quarter. First Republic Investment Management Inc. now owns 1,585,918 shares of the exchange traded fund’s stock worth $192,499,000 after buying an additional 16,878 shares during the period. Archford Capital Strategies LLC purchased a new stake in iShares Russell 1000 Value ETF during the second quarter worth $700,000. Finally, BB&T Securities LLC lifted its holdings in iShares Russell 1000 Value ETF by 44.1% during the second quarter. BB&T Securities LLC now owns 53,927 shares of the exchange traded fund’s stock worth $6,545,000 after buying an additional 16,508 shares during the period.

iShares Russell 1000 Value ETF stock opened at $126.56 on Friday. iShares Russell 1000 Value ETF has a twelve month low of $114.87 and a twelve month high of $131.56.

About iShares Russell 1000 Value ETF

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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