iShares Russell 2000 Value ETF $IWN Shares Purchased by BridgePort Financial Solutions LLC

BridgePort Financial Solutions LLC grew its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 5.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,279 shares of the company’s stock after purchasing an additional 110 shares during the period. BridgePort Financial Solutions LLC’s holdings in iShares Russell 2000 Value ETF were worth $360,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Avalon Trust Co acquired a new position in iShares Russell 2000 Value ETF in the 1st quarter valued at $30,000. Steph & Co. lifted its position in iShares Russell 2000 Value ETF by 8.5% during the second quarter. Steph & Co. now owns 2,181 shares of the company’s stock worth $344,000 after buying an additional 171 shares during the period. Envestnet Portfolio Solutions Inc. lifted its position in iShares Russell 2000 Value ETF by 71.9% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 20,469 shares of the company’s stock worth $3,090,000 after buying an additional 8,561 shares during the period. ST Germain D J Co. Inc. boosted its stake in iShares Russell 2000 Value ETF by 39.9% in the 2nd quarter. ST Germain D J Co. Inc. now owns 2,976 shares of the company’s stock worth $469,000 after buying an additional 849 shares during the last quarter. Finally, Integrated Wealth Concepts LLC grew its holdings in iShares Russell 2000 Value ETF by 18.3% in the 1st quarter. Integrated Wealth Concepts LLC now owns 9,780 shares of the company’s stock valued at $1,477,000 after buying an additional 1,514 shares during the period. 74.70% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Price Performance

Shares of IWN stock opened at $179.44 on Friday. The firm has a market cap of $12.18 billion, a P/E ratio of 14.35 and a beta of 1.15. iShares Russell 2000 Value ETF has a 1-year low of $129.38 and a 1-year high of $183.51. The firm’s 50-day simple moving average is $171.12 and its 200-day simple moving average is $158.73.

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.