CM Wealth Advisors LLC lowered its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 8.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,186 shares of the company’s stock after selling 3,294 shares during the period. iShares Russell 2000 Value ETF makes up 1.6% of CM Wealth Advisors LLC’s holdings, making the stock its 13th largest position. CM Wealth Advisors LLC owned approximately 0.05% of iShares Russell 2000 Value ETF worth $6,221,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently modified their holdings of the business. Bessemer Group Inc. increased its holdings in shares of iShares Russell 2000 Value ETF by 263.3% during the third quarter. Bessemer Group Inc. now owns 4,025 shares of the company’s stock valued at $712,000 after purchasing an additional 2,917 shares during the period. Checchi Capital Advisers LLC grew its position in iShares Russell 2000 Value ETF by 246.9% in the 3rd quarter. Checchi Capital Advisers LLC now owns 36,349 shares of the company’s stock valued at $6,427,000 after buying an additional 25,870 shares in the last quarter. J.W. Cole Advisors Inc. increased its stake in iShares Russell 2000 Value ETF by 6.7% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 2,018 shares of the company’s stock valued at $357,000 after buying an additional 126 shares during the period. Envestnet Asset Management Inc. increased its stake in iShares Russell 2000 Value ETF by 5.1% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,148,592 shares of the company’s stock valued at $379,892,000 after buying an additional 104,838 shares during the period. Finally, Ashton Thomas Private Wealth LLC raised its position in shares of iShares Russell 2000 Value ETF by 85.4% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 6,813 shares of the company’s stock worth $1,205,000 after buying an additional 3,138 shares in the last quarter. Institutional investors own 74.70% of the company’s stock.
iShares Russell 2000 Value ETF Trading Up 0.1%
Shares of NYSEARCA:IWN opened at $197.82 on Thursday. The company has a 50 day moving average of $188.50 and a 200-day moving average of $178.54. The firm has a market cap of $12.70 billion, a P/E ratio of 14.35 and a beta of 1.09. iShares Russell 2000 Value ETF has a twelve month low of $129.38 and a twelve month high of $200.74.
About iShares Russell 2000 Value ETF
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.
Recommended Stories
- Five stocks we like better than iShares Russell 2000 Value ETF
- The day the gold market broke
- Buy this Gold Stock Before May 2026
- Trump Planning to Use Public Law 63-43: Prepare Now
- Forget AI, This Will Be the Next Big Tech Breakthrough
- What a Former CIA Agent Knows About the Coming Collapse
Receive News & Ratings for iShares Russell 2000 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
