iShares Russell 3000 ETF (NYSEARCA:IWV) is Calamos Wealth Management LLC’s 9th Largest Position

Calamos Wealth Management LLC raised its stake in iShares Russell 3000 ETF (NYSEARCA:IWV) by 4.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 167,695 shares of the company’s stock after purchasing an additional 6,388 shares during the period. iShares Russell 3000 ETF accounts for approximately 2.8% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Calamos Wealth Management LLC’s holdings in iShares Russell 3000 ETF were worth $56,052,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Grant GrossMendelsohn LLC lifted its position in shares of iShares Russell 3000 ETF by 3.2% during the 4th quarter. Grant GrossMendelsohn LLC now owns 1,135 shares of the company’s stock worth $379,000 after buying an additional 35 shares during the last quarter. Sunbelt Securities Inc. boosted its holdings in iShares Russell 3000 ETF by 36.0% in the 3rd quarter. Sunbelt Securities Inc. now owns 136 shares of the company’s stock worth $44,000 after acquiring an additional 36 shares during the period. Dakota Wealth Management boosted its stake in iShares Russell 3000 ETF by 0.7% during the 4th quarter. Dakota Wealth Management now owns 6,732 shares of the company’s stock valued at $2,250,000 after acquiring an additional 44 shares during the last quarter. Forum Financial Management LP lifted its position in shares of iShares Russell 3000 ETF by 2.8% in the 3rd quarter. Forum Financial Management LP now owns 1,626 shares of the company’s stock worth $531,000 after buying an additional 45 shares during the last quarter. Finally, Empire Financial Management Company LLC grew its position in shares of iShares Russell 3000 ETF by 5.6% during the third quarter. Empire Financial Management Company LLC now owns 863 shares of the company’s stock worth $282,000 after acquiring an additional 46 shares during the last quarter.

iShares Russell 3000 ETF Trading Down 0.6 %

Shares of IWV opened at $342.37 on Tuesday. iShares Russell 3000 ETF has a 1-year low of $279.80 and a 1-year high of $349.54. The business’s 50-day moving average price is $341.94 and its 200 day moving average price is $329.14. The stock has a market capitalization of $15.68 billion, a P/E ratio of 24.59 and a beta of 1.03.

iShares Russell 3000 ETF Profile

iShares Russell 3000 ETF, formerly iShares Russell 3000 Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States equity market, as represented by the Russell 3000 Index (the Index).