My Personal CFO LLC Makes New Investment in iShares Russell 2000 Value ETF $IWN

My Personal CFO LLC bought a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 21,255 shares of the company’s stock, valued at approximately $3,758,000. iShares Russell 2000 Value ETF makes up approximately 1.5% of My Personal CFO LLC’s holdings, making the stock its 21st largest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IWN. Bank of America Corp DE grew its holdings in iShares Russell 2000 Value ETF by 6.7% during the second quarter. Bank of America Corp DE now owns 6,753,830 shares of the company’s stock valued at $1,065,484,000 after purchasing an additional 422,172 shares during the last quarter. Zions Bancorporation National Association UT raised its stake in iShares Russell 2000 Value ETF by 2,421.9% during the 2nd quarter. Zions Bancorporation National Association UT now owns 269,486 shares of the company’s stock valued at $42,514,000 after purchasing an additional 258,800 shares during the last quarter. BNP Paribas Financial Markets lifted its stake in shares of iShares Russell 2000 Value ETF by 99.4% in the second quarter. BNP Paribas Financial Markets now owns 508,278 shares of the company’s stock valued at $80,186,000 after buying an additional 253,326 shares during the period. Laurel Wealth Advisors LLC lifted its position in iShares Russell 2000 Value ETF by 15,292.5% in the second quarter. Laurel Wealth Advisors LLC now owns 239,046 shares of the company’s stock worth $37,712,000 after purchasing an additional 237,493 shares during the period. Finally, Pacific Life Fund Advisors LLC increased its holdings in iShares Russell 2000 Value ETF by 19.5% in the 2nd quarter. Pacific Life Fund Advisors LLC now owns 599,286 shares of the company’s stock valued at $94,543,000 after buying an additional 97,829 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

NYSEARCA:IWN opened at $181.21 on Thursday. The company has a 50-day moving average of $180.29 and a 200-day moving average of $172.83. iShares Russell 2000 Value ETF has a 52 week low of $129.38 and a 52 week high of $190.20. The company has a market capitalization of $11.87 billion, a price-to-earnings ratio of 14.35 and a beta of 1.09.

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.