iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Bought by Oxford Financial Group Ltd.

Oxford Financial Group Ltd. boosted its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,416 shares of the company’s stock after buying an additional 3,490 shares during the period. iShares Russell 2000 Value ETF accounts for about 2.8% of Oxford Financial Group Ltd.’s portfolio, making the stock its 9th largest holding. Oxford Financial Group Ltd. owned 0.10% of iShares Russell 2000 Value ETF worth $10,083,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Jones Financial Companies Lllp grew its position in shares of iShares Russell 2000 Value ETF by 7.4% in the fourth quarter. Jones Financial Companies Lllp now owns 3,437,942 shares of the company’s stock valued at $442,051,000 after purchasing an additional 237,794 shares in the last quarter. Commonwealth Equity Services LLC grew its holdings in shares of iShares Russell 2000 Value ETF by 1.3% during the third quarter. Commonwealth Equity Services LLC now owns 1,170,227 shares of the company’s stock worth $139,736,000 after purchasing an additional 15,172 shares during the last quarter. PNC Financial Services Group Inc. grew its holdings in shares of iShares Russell 2000 Value ETF by 0.4% during the fourth quarter. PNC Financial Services Group Inc. now owns 907,173 shares of the company’s stock worth $116,645,000 after buying an additional 3,348 shares during the last quarter. Betterment LLC grew its holdings in shares of iShares Russell 2000 Value ETF by 2.7% during the fourth quarter. Betterment LLC now owns 829,332 shares of the company’s stock worth $106,636,000 after buying an additional 21,906 shares during the last quarter. Finally, D.A. Davidson & CO. grew its holdings in shares of iShares Russell 2000 Value ETF by 2.7% during the third quarter. D.A. Davidson & CO. now owns 579,641 shares of the company’s stock worth $69,215,000 after buying an additional 15,066 shares during the last quarter.

NYSEARCA:IWN traded down $1.44 during mid-day trading on Wednesday, reaching $116.44. The stock had a trading volume of 98,065 shares, compared to its average volume of 904,654. iShares Russell 2000 Value ETF has a twelve month low of $110.52 and a twelve month high of $130.16. The business has a 50 day simple moving average of $126.05 and a 200 day simple moving average of $122.63.

iShares Russell 2000 Value ETF Profile

iShares Russell 2000 Value ETF, formerly Ishares Trust Russel 2000 (the Fund), formerly iShares Russell 2000 Value Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Value Index (the Index). The Index measures the performance of equity securities of Russell 2000 Index issuers with relatively lower price-to-book ratios and lower forecasted growth.

Further Reading: Gap Down Stocks

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Institutional Ownership by Quarter for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

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