Finley Financial LLC Trims Stock Position in iShares Russell 2000 Value ETF $IWN

Finley Financial LLC trimmed its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,120 shares of the company’s stock after selling 290 shares during the period. iShares Russell 2000 Value ETF comprises 1.3% of Finley Financial LLC’s investment portfolio, making the stock its 17th biggest holding. Finley Financial LLC’s holdings in iShares Russell 2000 Value ETF were worth $2,543,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of IWN. TIAA Trust National Association raised its position in shares of iShares Russell 2000 Value ETF by 3.9% in the 1st quarter. TIAA Trust National Association now owns 2,843,511 shares of the company’s stock worth $429,313,000 after buying an additional 105,613 shares during the period. Alaska Permanent Fund Corp raised its position in shares of iShares Russell 2000 Value ETF by 94.9% in the 1st quarter. Alaska Permanent Fund Corp now owns 2,402,269 shares of the company’s stock worth $347,849,000 after buying an additional 1,169,735 shares during the period. Envestnet Asset Management Inc. raised its position in shares of iShares Russell 2000 Value ETF by 1.2% in the 1st quarter. Envestnet Asset Management Inc. now owns 2,088,938 shares of the company’s stock worth $315,388,000 after buying an additional 24,679 shares during the period. Vaughan Nelson Investment Management L.P. raised its position in shares of iShares Russell 2000 Value ETF by 2,207.2% in the 1st quarter. Vaughan Nelson Investment Management L.P. now owns 1,234,460 shares of the company’s stock worth $186,378,000 after buying an additional 1,180,955 shares during the period. Finally, D.A. Davidson & CO. raised its position in shares of iShares Russell 2000 Value ETF by 5.0% in the 1st quarter. D.A. Davidson & CO. now owns 1,134,640 shares of the company’s stock worth $171,308,000 after buying an additional 54,387 shares during the period. Institutional investors and hedge funds own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Trading Down 0.7%

Shares of IWN opened at $174.99 on Wednesday. The stock’s fifty day simple moving average is $167.90 and its 200 day simple moving average is $156.62. iShares Russell 2000 Value ETF has a twelve month low of $129.38 and a twelve month high of $183.51. The firm has a market capitalization of $11.79 billion, a P/E ratio of 14.35 and a beta of 1.15.

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.