Whitegate Investment Counselors Inc. Sells 396 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Whitegate Investment Counselors Inc. lowered its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 27,846 shares of the company’s stock after selling 396 shares during the period. iShares Russell 2000 Value ETF makes up approximately 1.3% of Whitegate Investment Counselors Inc.’s portfolio, making the stock its 22nd biggest holding. Whitegate Investment Counselors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $4,325,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Sapient Capital LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the fourth quarter valued at approximately $225,000. Axxcess Wealth Management LLC lifted its stake in iShares Russell 2000 Value ETF by 85.4% during the 4th quarter. Axxcess Wealth Management LLC now owns 3,026 shares of the company’s stock valued at $470,000 after acquiring an additional 1,394 shares in the last quarter. U.S. Capital Wealth Advisors LLC boosted its holdings in iShares Russell 2000 Value ETF by 142.9% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 7,021 shares of the company’s stock worth $1,091,000 after acquiring an additional 4,130 shares during the last quarter. M&T Bank Corp grew its stake in shares of iShares Russell 2000 Value ETF by 60.3% in the 4th quarter. M&T Bank Corp now owns 734,755 shares of the company’s stock worth $114,129,000 after acquiring an additional 276,387 shares in the last quarter. Finally, Bare Financial Services Inc purchased a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at about $3,025,000.

iShares Russell 2000 Value ETF Trading Up 0.9 %

Shares of IWN traded up $1.33 during trading hours on Friday, reaching $154.21. 1,115,091 shares of the stock traded hands, compared to its average volume of 1,331,615. iShares Russell 2000 Value ETF has a 52 week low of $124.97 and a 52 week high of $159.81. The company has a market cap of $11.98 billion, a price-to-earnings ratio of 10.45 and a beta of 1.17. The stock has a fifty day simple moving average of $152.77 and a 200 day simple moving average of $147.28.

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.