Cassaday & Co Wealth Management LLC Purchases 9,139 Shares of iShares Russell 2000 Value ETF $IWN

Cassaday & Co Wealth Management LLC raised its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 644,789 shares of the company’s stock after buying an additional 9,139 shares during the quarter. iShares Russell 2000 Value ETF makes up approximately 2.6% of Cassaday & Co Wealth Management LLC’s holdings, making the stock its 10th largest holding. Cassaday & Co Wealth Management LLC owned 1.00% of iShares Russell 2000 Value ETF worth $122,246,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Operose Advisors LLC raised its stake in iShares Russell 2000 Value ETF by 2,071.4% during the fourth quarter. Operose Advisors LLC now owns 152 shares of the company’s stock worth $28,000 after purchasing an additional 145 shares during the period. Strive Financial Group LLC acquired a new position in iShares Russell 2000 Value ETF in the fourth quarter valued at $31,000. Bogart Wealth LLC grew its position in iShares Russell 2000 Value ETF by 219.3% during the first quarter. Bogart Wealth LLC now owns 182 shares of the company’s stock valued at $35,000 after acquiring an additional 125 shares during the period. Nalls Sherbakoff Group LLC purchased a new position in shares of iShares Russell 2000 Value ETF in the 4th quarter worth about $35,000. Finally, Eagle Bay Advisors LLC acquired a new position in shares of iShares Russell 2000 Value ETF in the 4th quarter valued at about $37,000. 74.70% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $220.85 on Tuesday. iShares Russell 2000 Value ETF has a 1 year low of $155.54 and a 1 year high of $224.42. The firm has a 50 day moving average price of $215.77 and a 200 day moving average price of $203.11. The company has a market cap of $14.34 billion, a PE ratio of 14.35 and a beta of 1.01.

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.