Strategic Equity Management cut its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 62.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,706 shares of the company’s stock after selling 45,429 shares during the period. iShares Russell 2000 Value ETF accounts for about 5.0% of Strategic Equity Management’s holdings, making the stock its 9th biggest position. Strategic Equity Management’s holdings in iShares Russell 2000 Value ETF were worth $5,803,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of the business. IFP Advisors Inc increased its stake in iShares Russell 2000 Value ETF by 48.6% in the second quarter. IFP Advisors Inc now owns 8,502 shares of the company’s stock valued at $1,881,000 after purchasing an additional 2,779 shares during the period. Integrated Wealth Concepts LLC raised its holdings in shares of iShares Russell 2000 Value ETF by 13.7% in the second quarter. Integrated Wealth Concepts LLC now owns 21,117 shares of the company’s stock valued at $4,671,000 after buying an additional 2,541 shares during the last quarter. Oppenheimer & Co. Inc. boosted its stake in shares of iShares Russell 2000 Value ETF by 110.8% during the second 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. D.A. Davidson & CO. boosted its stake in shares of iShares Russell 2000 Value ETF by 2.2% during the first 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, NewEdge Advisors LLC grew its holdings in shares of iShares Russell 2000 Value ETF by 40.3% during the first quarter. NewEdge Advisors LLC now owns 29,799 shares of the company’s stock worth $5,649,000 after buying an additional 8,554 shares during the last quarter. 74.70% of the stock is owned by institutional investors and hedge funds.
iShares Russell 2000 Value ETF Stock Up 2.5%
Shares of IWN stock opened at $215.91 on Tuesday. The stock has a market capitalization of $14.19 billion, a PE ratio of 13.79 and a beta of 1.04. iShares Russell 2000 Value ETF has a 52-week low of $168.75 and a 52-week high of $227.86. The stock’s 50-day moving average price is $214.65 and its 200 day moving average price is $209.95.
About iShares Russell 2000 Value ETF
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.
Read More
- Five stocks we like better than iShares Russell 2000 Value ETF
- Wall Street May Be Making a Big Mistake With monday.com Stock
- Are These 2 Mid-Cap Growth Stocks Worth the Risk?
- Oklo Changes the Narrative: Does a Nuclear Stock Price Explosion Come Next?
- Cloudflare’s 20% Sell-Off May Have Created an Opening for Investors
Receive News & Ratings for iShares Russell 2000 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
