McKinley Carter Wealth Services Inc. Sells 630 Shares of iShares Russell 2000 Value ETF $IWN

McKinley Carter Wealth Services Inc. lowered its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 15.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,450 shares of the company’s stock after selling 630 shares during the period. McKinley Carter Wealth Services Inc.’s holdings in iShares Russell 2000 Value ETF were worth $544,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Steph & Co. raised its stake in shares of iShares Russell 2000 Value ETF by 8.5% in the second quarter. Steph & Co. now owns 2,181 shares of the company’s stock valued at $344,000 after acquiring an additional 171 shares during the last quarter. Avalon Trust Co bought a new position in shares of iShares Russell 2000 Value ETF in the first quarter valued at approximately $30,000. Envestnet Portfolio Solutions Inc. raised its stake in shares of iShares Russell 2000 Value ETF by 71.9% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 20,469 shares of the company’s stock valued at $3,090,000 after acquiring an additional 8,561 shares during the last quarter. ST Germain D J Co. Inc. raised its stake in shares of iShares Russell 2000 Value ETF by 39.9% in the second quarter. ST Germain D J Co. Inc. now owns 2,976 shares of the company’s stock valued at $469,000 after acquiring an additional 849 shares during the last quarter. Finally, Integrated Wealth Concepts LLC increased its holdings in shares of iShares Russell 2000 Value ETF by 18.3% in the first quarter. Integrated Wealth Concepts LLC now owns 9,780 shares of the company’s stock valued at $1,477,000 after purchasing an additional 1,514 shares in the last quarter. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Price Performance

Shares of iShares Russell 2000 Value ETF stock opened at $172.34 on Friday. The firm has a market cap of $11.59 billion, a P/E ratio of 14.35 and a beta of 1.15. The firm has a 50 day simple moving average of $172.66 and a 200 day simple moving average of $159.49. iShares Russell 2000 Value ETF has a fifty-two week low of $129.38 and a fifty-two week high of $183.51.

iShares Russell 2000 Value ETF Company 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.