Triad Wealth Partners LLC Sells 436 Shares of iShares Russell 2000 Value ETF $IWN

Triad Wealth Partners LLC lessened its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 16.5% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,204 shares of the company’s stock after selling 436 shares during the quarter. Triad Wealth Partners LLC’s holdings in iShares Russell 2000 Value ETF were worth $348,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Avalon Trust Co purchased a new position in shares of iShares Russell 2000 Value ETF during the first quarter worth approximately $30,000. Steph & Co. grew its stake in iShares Russell 2000 Value ETF by 8.5% in the second quarter. Steph & Co. now owns 2,181 shares of the company’s stock worth $344,000 after purchasing an additional 171 shares in the last quarter. Envestnet Portfolio Solutions Inc. increased its holdings in iShares Russell 2000 Value ETF by 71.9% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 20,469 shares of the company’s stock worth $3,090,000 after purchasing an additional 8,561 shares during the period. ST Germain D J Co. Inc. raised its position in iShares Russell 2000 Value ETF by 39.9% during the 2nd quarter. ST Germain D J Co. Inc. now owns 2,976 shares of the company’s stock valued at $469,000 after purchasing an additional 849 shares in the last quarter. Finally, Integrated Wealth Concepts LLC raised its position in iShares Russell 2000 Value ETF by 18.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 9,780 shares of the company’s stock valued at $1,477,000 after purchasing an additional 1,514 shares in the last quarter. 74.70% of the stock is owned by institutional investors.

iShares Russell 2000 Value ETF Trading Up 0.8%

IWN opened at $179.44 on Friday. The company has a market capitalization of $12.18 billion, a price-to-earnings ratio of 14.35 and a beta of 1.15. iShares Russell 2000 Value ETF has a 12-month low of $129.38 and a 12-month high of $183.51. The business’s fifty day simple moving average is $171.12 and its 200-day simple moving average is $158.71.

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.