iShares Russell 2000 Value ETF $IWN Holdings Increased by Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC lifted its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 293.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 46,202 shares of the company’s stock after purchasing an additional 34,463 shares during the period. iShares Russell 2000 Value ETF comprises about 0.9% of Onyx Bridge Wealth Group LLC’s holdings, making the stock its 27th largest holding. Onyx Bridge Wealth Group LLC owned about 0.07% of iShares Russell 2000 Value ETF worth $9,677,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of IWN. D.A. Davidson & CO. increased its holdings in iShares Russell 2000 Value ETF by 2.2% during the 1st quarter. D.A. Davidson & CO. now owns 1,273,529 shares of the company’s stock worth $241,449,000 after purchasing an additional 27,187 shares during the period. Hsbc Holdings PLC boosted its stake in shares of iShares Russell 2000 Value ETF by 0.4% in the 2nd quarter. Hsbc Holdings PLC now owns 862,739 shares of the company’s stock valued at $190,838,000 after buying an additional 3,730 shares during the period. Cassaday & Co Wealth Management LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 1.4% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 644,789 shares of the company’s stock valued at $122,246,000 after buying an additional 9,139 shares during the period. Royal Bank of Canada grew its position in shares of iShares Russell 2000 Value ETF by 3.9% during the first quarter. Royal Bank of Canada now owns 553,944 shares of the company’s stock worth $105,024,000 after buying an additional 20,655 shares in the last quarter. Finally, Wellington Management Group LLP grew its position in shares of iShares Russell 2000 Value ETF by 138.7% during the second quarter. Wellington Management Group LLP now owns 325,490 shares of the company’s stock worth $71,998,000 after buying an additional 189,108 shares in the last quarter. 74.70% of the stock is owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Stock Performance

IWN stock opened at $208.75 on Friday. The company’s 50 day moving average price is $218.29 and its 200 day moving average price is $214.60. iShares Russell 2000 Value ETF has a fifty-two week low of $168.75 and a fifty-two week high of $227.86. The firm has a market capitalization of $13.59 billion, a price-to-earnings ratio of 14.35 and a beta of 1.04.

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.