Perfromance Wealth Partners LLC Raises Stake in iShares Russell 2000 Value ETF $IWN

Perfromance Wealth Partners LLC boosted its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 6.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,057 shares of the company’s stock after buying an additional 422 shares during the quarter. Perfromance Wealth Partners LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,113,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Marshall & Sullivan Inc. WA purchased a new stake in iShares Russell 2000 Value ETF in the second quarter worth approximately $28,000. Avalon Trust Co purchased a new stake in iShares Russell 2000 Value ETF in the first quarter worth approximately $30,000. DHJJ Financial Advisors Ltd. boosted its stake in iShares Russell 2000 Value ETF by 67.5% in the first quarter. DHJJ Financial Advisors Ltd. now owns 211 shares of the company’s stock worth $32,000 after buying an additional 85 shares in the last quarter. Capital Investment Advisory Services LLC boosted its stake in iShares Russell 2000 Value ETF by 166.7% in the first quarter. Capital Investment Advisory Services LLC now owns 216 shares of the company’s stock worth $33,000 after buying an additional 135 shares in the last quarter. Finally, Cloud Capital Management LLC purchased a new stake in iShares Russell 2000 Value ETF in the first quarter worth approximately $38,000. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

NYSEARCA:IWN opened at $176.09 on Tuesday. iShares Russell 2000 Value ETF has a fifty-two week low of $129.38 and a fifty-two week high of $183.51. The firm has a market cap of $11.84 billion, a PE ratio of 14.35 and a beta of 1.15. The business has a 50 day moving average price of $172.99 and a 200-day moving average price of $159.73.

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.