iShares Russell 2000 Value ETF $IWN Holdings Raised by Foundation Wealth Management LLC

Foundation Wealth Management LLC lifted its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 23.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 27,468 shares of the company’s stock after purchasing an additional 5,199 shares during the quarter. iShares Russell 2000 Value ETF comprises about 3.0% of Foundation Wealth Management LLC’s portfolio, making the stock its 6th largest holding. Foundation Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $4,333,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. TIAA Trust National Association increased its stake in iShares Russell 2000 Value ETF by 3.9% during the 1st quarter. TIAA Trust National Association now owns 2,843,511 shares of the company’s stock valued at $429,313,000 after purchasing an additional 105,613 shares in the last quarter. Alaska Permanent Fund Corp lifted its stake in shares of iShares Russell 2000 Value ETF by 94.9% during the first 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. grew its holdings in shares of iShares Russell 2000 Value ETF by 1.2% during the first quarter. Envestnet Asset Management Inc. now owns 2,088,938 shares of the company’s stock valued at $315,388,000 after buying an additional 24,679 shares during the last quarter. Vaughan Nelson Investment Management L.P. increased its position in shares of iShares Russell 2000 Value ETF by 4.5% in the 2nd quarter. Vaughan Nelson Investment Management L.P. now owns 1,290,410 shares of the company’s stock valued at $203,575,000 after acquiring an additional 55,950 shares during the period. Finally, D.A. Davidson & CO. raised its stake in 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 acquiring an additional 54,387 shares during the last quarter. 74.70% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN opened at $179.80 on Tuesday. The stock has a 50-day moving average of $171.41 and a two-hundred day moving average of $158.95. The stock has a market cap of $12.13 billion, a P/E ratio of 14.35 and a beta of 1.15. iShares Russell 2000 Value ETF has a one year low of $129.38 and a one year high of $183.51.

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.