iShares Russell 2000 Value ETF $IWN Shares Bought by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC lifted its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 13.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,929 shares of the company’s stock after acquiring an additional 2,303 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in iShares Russell 2000 Value ETF were worth $3,778,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. American Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the third quarter worth $598,000. Confluence Investment Management LLC acquired a new position in shares of iShares Russell 2000 Value ETF in the 4th quarter valued at about $3,842,000. RPg Family Wealth Advisory LLC bought a new stake in shares of iShares Russell 2000 Value ETF during the 3rd quarter valued at about $1,672,000. Kelsey Financial LLC acquired a new stake in iShares Russell 2000 Value ETF during the fourth quarter worth about $2,789,000. Finally, CIBC Bancorp USA Inc. acquired a new stake in iShares Russell 2000 Value ETF during the third quarter worth about $9,403,000. 74.70% of the stock is owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Stock Up 0.6%

Shares of NYSEARCA IWN opened at $221.43 on Friday. The firm’s 50-day moving average price is $211.55 and its two-hundred day moving average price is $198.98. iShares Russell 2000 Value ETF has a 52-week low of $155.54 and a 52-week high of $221.94. The stock has a market capitalization of $14.30 billion, a P/E ratio of 14.35 and a beta of 1.02.

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.