Everhart Financial Group Inc. raised its holdings in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 209.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,986 shares of the company’s stock after purchasing an additional 12,847 shares during the period. iShares Russell 3000 ETF accounts for 1.3% of Everhart Financial Group Inc.’s portfolio, making the stock its 12th largest position. Everhart Financial Group Inc.’s holdings in iShares Russell 3000 ETF were worth $6,346,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in IWV. Stratos Wealth Advisors LLC increased its stake in shares of iShares Russell 3000 ETF by 1.9% during the third quarter. Stratos Wealth Advisors LLC now owns 6,593 shares of the company’s stock valued at $2,154,000 after purchasing an additional 121 shares in the last quarter. Blue Trust Inc. increased its stake in shares of iShares Russell 3000 ETF by 384.0% during the third quarter. Blue Trust Inc. now owns 121 shares of the company’s stock valued at $37,000 after purchasing an additional 96 shares in the last quarter. Raymond James & Associates increased its stake in shares of iShares Russell 3000 ETF by 10.7% during the third quarter. Raymond James & Associates now owns 27,363 shares of the company’s stock valued at $8,940,000 after purchasing an additional 2,640 shares in the last quarter. Embree Financial Group increased its position in shares of iShares Russell 3000 ETF by 0.3% during the third quarter. Embree Financial Group now owns 73,443 shares of the company’s stock valued at $23,996,000 after acquiring an additional 246 shares in the last quarter. Finally, Bernardo Wealth Planning LLC bought a new stake in shares of iShares Russell 3000 ETF during the third quarter valued at approximately $1,133,000.
iShares Russell 3000 ETF Price Performance
Shares of IWV opened at $348.51 on Friday. The company has a market capitalization of $15.96 billion, a P/E ratio of 24.59 and a beta of 1.03. The firm has a 50 day moving average of $341.85 and a 200 day moving average of $331.24. iShares Russell 3000 ETF has a twelve month low of $282.38 and a twelve month high of $349.54.
About iShares Russell 3000 ETF
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).
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