iShares Russell 2000 Value ETF $IWN is Instrumental Wealth LLC’s 8th Largest Position

Instrumental Wealth LLC grew its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2,280.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,924 shares of the company’s stock after acquiring an additional 26,751 shares during the period. iShares Russell 2000 Value ETF comprises 3.4% of Instrumental Wealth LLC’s portfolio, making the stock its 8th largest holding. Instrumental Wealth LLC’s holdings in iShares Russell 2000 Value ETF were worth $5,608,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in IWN. Brighton Jones LLC lifted its holdings in shares of iShares Russell 2000 Value ETF by 2.6% in the 4th quarter. Brighton Jones LLC now owns 3,623 shares of the company’s stock valued at $595,000 after buying an additional 91 shares during the period. Rhumbline Advisers grew its stake in shares of iShares Russell 2000 Value ETF by 50.8% during the 1st quarter. Rhumbline Advisers now owns 1,205 shares of the company’s stock worth $182,000 after purchasing an additional 406 shares during the period. Gamco Investors INC. ET AL acquired a new position in shares of iShares Russell 2000 Value ETF during the 2nd quarter worth $723,000. Qube Research & Technologies Ltd increased its holdings in iShares Russell 2000 Value ETF by 571.9% in the second quarter. Qube Research & Technologies Ltd now owns 10,368 shares of the company’s stock valued at $1,636,000 after buying an additional 8,825 shares in the last quarter. Finally, Sei Investments Co. lifted its position in shares of iShares Russell 2000 Value ETF by 19.7% during the 2nd quarter. Sei Investments Co. now owns 285,170 shares of the company’s stock valued at $44,990,000 after acquiring an additional 46,837 shares during the period. 74.70% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Stock Performance

iShares Russell 2000 Value ETF stock opened at $216.87 on Friday. The firm has a market capitalization of $14.01 billion, a price-to-earnings ratio of 14.35 and a beta of 1.02. iShares Russell 2000 Value ETF has a fifty-two week low of $152.07 and a fifty-two week high of $220.35. The stock’s fifty day moving average is $209.72 and its two-hundred day moving average is $197.70.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.