JOYN Advisors Inc. Has $33.61 Million Position in iShares Russell 2000 Value ETF (IWN)

JOYN Advisors Inc. increased its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 280,334 shares of the company’s stock after purchasing an additional 6,542 shares during the quarter. iShares Russell 2000 Value ETF accounts for 7.7% of JOYN Advisors Inc.’s investment portfolio, making the stock its 6th biggest position. JOYN Advisors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $33,612,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. JPMorgan Chase & Co. raised its stake in shares of iShares Russell 2000 Value ETF by 0.5% during the third quarter. JPMorgan Chase & Co. now owns 138,412 shares of the company’s stock worth $18,410,000 after purchasing an additional 665 shares during the last quarter. Bank of Montreal Can boosted its stake in iShares Russell 2000 Value ETF by 16.0% in the 4th quarter. Bank of Montreal Can now owns 494,825 shares of the company’s stock worth $53,214,000 after buying an additional 68,082 shares during the last quarter. Dowling & Yahnke LLC boosted its stake in iShares Russell 2000 Value ETF by 21.3% in the 4th quarter. Dowling & Yahnke LLC now owns 2,321 shares of the company’s stock worth $286,000 after buying an additional 408 shares during the last quarter. Cambiar Investors LLC raised its holdings in shares of iShares Russell 2000 Value ETF by 1,336.7% in the 4th quarter. Cambiar Investors LLC now owns 35,055 shares of the company’s stock worth $3,770,000 after purchasing an additional 32,615 shares during the period. Finally, Baystate Wealth Management LLC raised its holdings in shares of iShares Russell 2000 Value ETF by 1.9% in the 4th quarter. Baystate Wealth Management LLC now owns 249,571 shares of the company’s stock worth $29,430,000 after purchasing an additional 4,544 shares during the period.

iShares Russell 2000 Value ETF stock opened at $118.35 on Friday. iShares Russell 2000 Value ETF has a 12 month low of $101.57 and a 12 month high of $137.85.

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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.

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Institutional Ownership by Quarter for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

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