Global Retirement Partners LLC Increases Stake in iShares Russell 2000 Value ETF $IWN

Global Retirement Partners LLC lifted its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 89.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,219 shares of the company’s stock after acquiring an additional 11,402 shares during the period. Global Retirement Partners LLC’s holdings in iShares Russell 2000 Value ETF were worth $4,389,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Ransom Advisory Ltd purchased a new position in shares of iShares Russell 2000 Value ETF during the 4th quarter worth about $26,000. Eagle Bay Advisors LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the 4th quarter worth about $37,000. Cloud Capital Management LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the 3rd quarter worth about $45,000. Root Financial Partners LLC purchased a new position in shares of iShares Russell 2000 Value ETF during the 3rd quarter worth about $53,000. Finally, Investment Counsel Co. of Nevada purchased a new position in shares of iShares Russell 2000 Value ETF during the 3rd quarter worth about $54,000. 74.70% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Price Performance

Shares of IWN stock opened at $209.79 on Friday. The firm has a market cap of $13.55 billion, a P/E ratio of 14.35 and a beta of 1.02. iShares Russell 2000 Value ETF has a 1-year low of $146.90 and a 1-year high of $213.19. The firm’s 50-day simple moving average is $199.31 and its 200-day simple moving average is $192.22.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.