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Tanglewood Wealth Management Inc. Reduces Stock Position in IShares Russell 3000 ETF (NYSEARCA:IWV)

Financial News Live ·  Jan 17, 2023 11:04

Tanglewood Wealth Management Inc. cut its stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Get Rating) by 11.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,880 shares of the company's stock after selling 10,200 shares during the quarter. iShares Russell 3000 ETF comprises about 2.6% of Tanglewood Wealth Management Inc.'s holdings, making the stock its 16th biggest holding. Tanglewood Wealth Management Inc. owned about 0.18% of iShares Russell 3000 ETF worth $17,159,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Stephens Inc. AR raised its holdings in iShares Russell 3000 ETF by 0.5% in the 3rd quarter. Stephens Inc. AR now owns 146,047 shares of the company's stock worth $30,237,000 after purchasing an additional 701 shares in the last quarter. Kestra Advisory Services LLC raised its holdings in iShares Russell 3000 ETF by 4.7% in the 3rd quarter. Kestra Advisory Services LLC now owns 24,552 shares of the company's stock worth $5,083,000 after purchasing an additional 1,098 shares in the last quarter. James J. Burns & Company LLC bought a new position in iShares Russell 3000 ETF in the 3rd quarter worth $269,000. Harbor Investment Advisory LLC raised its holdings in iShares Russell 3000 ETF by 2.3% in the 3rd quarter. Harbor Investment Advisory LLC now owns 2,006 shares of the company's stock worth $415,000 after purchasing an additional 45 shares in the last quarter. Finally, Beaumont Asset Management L.L.C. raised its holdings in iShares Russell 3000 ETF by 19.4% in the 3rd quarter. Beaumont Asset Management L.L.C. now owns 3,631 shares of the company's stock worth $751,000 after purchasing an additional 590 shares in the last quarter.

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iShares Russell 3000 ETF Stock Up 0.3 %

Shares of iShares Russell 3000 ETF stock traded up $0.78 during trading on Tuesday, hitting $231.42. The company's stock had a trading volume of 13,461 shares, compared to its average volume of 303,022. The company has a fifty day simple moving average of $226.22 and a two-hundred day simple moving average of $226.01. iShares Russell 3000 ETF has a 52 week low of $201.82 and a 52 week high of $270.50.

iShares Russell 3000 ETF Profile

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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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