Shakespeare Wealth Management LLC acquired a new stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 9,307 shares of the company’s stock, valued at approximately $1,949,000. iShares Russell 2000 Value ETF comprises approximately 0.4% of Shakespeare Wealth Management LLC’s portfolio, making the stock its 22nd biggest holding.
A number of other institutional investors have also made changes to their positions in IWN. Money Concepts Capital Corp bought a new position in shares of iShares Russell 2000 Value ETF in the first quarter valued at approximately $1,020,000. First Horizon Corp lifted its stake in shares of iShares Russell 2000 Value ETF by 6.9% in the first quarter. First Horizon Corp now owns 58,451 shares of the company’s stock worth $11,082,000 after buying an additional 3,773 shares during the last quarter. IFP Advisors Inc boosted its holdings in shares of iShares Russell 2000 Value ETF by 48.6% during the 2nd quarter. IFP Advisors Inc now owns 8,502 shares of the company’s stock worth $1,881,000 after buying an additional 2,779 shares during the period. D.A. Davidson & CO. boosted its holdings in shares of iShares Russell 2000 Value ETF by 2.2% during the 1st quarter. D.A. Davidson & CO. now owns 1,273,529 shares of the company’s stock worth $241,449,000 after buying an additional 27,187 shares during the period. Finally, Oppenheimer & Co. Inc. boosted its holdings in shares of iShares Russell 2000 Value ETF by 110.8% during the 2nd quarter. Oppenheimer & Co. Inc. now owns 12,496 shares of the company’s stock worth $2,764,000 after buying an additional 6,568 shares during the period. 74.70% of the stock is owned by institutional investors.
iShares Russell 2000 Value ETF Trading Up 0.1%
NYSEARCA:IWN opened at $214.81 on Thursday. iShares Russell 2000 Value ETF has a 1 year low of $168.75 and a 1 year high of $227.86. The firm’s fifty day simple moving average is $216.18 and its 200 day simple moving average is $209.11. The firm has a market capitalization of $14.01 billion, a PE ratio of 14.35 and a beta of 1.04.
iShares Russell 2000 Value ETF Company 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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