iShares Russell 2000 Value ETF $IWN is Waldron Private Wealth LLC’s 10th Largest Position

Waldron Private Wealth LLC lowered its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 5.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 206,914 shares of the company’s stock after selling 11,471 shares during the period. iShares Russell 2000 Value ETF accounts for about 1.5% of Waldron Private Wealth LLC’s investment portfolio, making the stock its 10th largest position. Waldron Private Wealth LLC owned about 0.31% of iShares Russell 2000 Value ETF worth $37,495,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. First Horizon Corp bought a new stake in shares of iShares Russell 2000 Value ETF in the third quarter worth about $9,463,000. CW Advisors LLC increased its stake in iShares Russell 2000 Value ETF by 55.1% in the 2nd quarter. CW Advisors LLC now owns 60,935 shares of the company’s stock worth $9,613,000 after acquiring an additional 21,648 shares during the last quarter. American Wealth Advisors LLC purchased a new stake in shares of iShares Russell 2000 Value ETF during the 3rd quarter worth approximately $598,000. Cresset Asset Management LLC boosted its position in shares of iShares Russell 2000 Value ETF by 18.3% during the 2nd quarter. Cresset Asset Management LLC now owns 50,027 shares of the company’s stock valued at $7,892,000 after acquiring an additional 7,749 shares during the last quarter. Finally, American Trust bought a new stake in iShares Russell 2000 Value ETF in the second quarter worth $462,000. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Down 1.5%

IWN stock opened at $186.49 on Friday. The company has a fifty day simple moving average of $194.73 and a two-hundred day simple moving average of $185.45. iShares Russell 2000 Value ETF has a 52 week low of $129.38 and a 52 week high of $203.01. The firm has a market capitalization of $11.97 billion, a P/E 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.