Campbell Wealth Management Invests $19.94 Million in iShares Russell 3000 ETF (NYSEARCA:IWV)

Campbell Wealth Management purchased a new position in iShares Russell 3000 ETF (NYSEARCA:IWV) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 61,039 shares of the company’s stock, valued at approximately $19,943,000. iShares Russell 3000 ETF accounts for approximately 1.8% of Campbell Wealth Management’s investment portfolio, making the stock its 15th largest holding. Campbell Wealth Management owned about 0.13% of iShares Russell 3000 ETF at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. International Assets Investment Management LLC lifted its position in iShares Russell 3000 ETF by 34,366.3% during the third quarter. International Assets Investment Management LLC now owns 828,914 shares of the company’s stock valued at $270,831,000 after acquiring an additional 826,509 shares during the last quarter. Family Firm Inc. lifted its position in iShares Russell 3000 ETF by 313.7% during the second quarter. Family Firm Inc. now owns 856,336 shares of the company’s stock valued at $264,325,000 after acquiring an additional 649,319 shares during the last quarter. Strategic Financial Concepts LLC purchased a new stake in iShares Russell 3000 ETF during the second quarter valued at approximately $683,000. Waverly Advisors LLC lifted its position in iShares Russell 3000 ETF by 103.3% during the first quarter. Waverly Advisors LLC now owns 189,493 shares of the company’s stock valued at $56,863,000 after acquiring an additional 96,291 shares during the last quarter. Finally, Cetera Investment Advisers raised its holdings in shares of iShares Russell 3000 ETF by 217.1% in the first quarter. Cetera Investment Advisers now owns 66,913 shares of the company’s stock worth $20,079,000 after buying an additional 45,811 shares during the last quarter.

iShares Russell 3000 ETF Trading Up 0.5 %

NYSEARCA IWV opened at $325.70 on Friday. The company has a fifty day simple moving average of $323.93 and a two-hundred day simple moving average of $311.31. The stock has a market cap of $14.92 billion, a P/E ratio of 24.59 and a beta of 1.03. iShares Russell 3000 ETF has a 12-month low of $243.30 and a 12-month high of $334.03.

iShares Russell 3000 ETF Company 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).