HB Wealth Management LLC Has $8.15 Million Stock Holdings in iShares Russell 2000 Value ETF $IWN

HB Wealth Management LLC boosted its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 8.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 46,087 shares of the company’s stock after acquiring an additional 3,678 shares during the quarter. HB Wealth Management LLC owned 0.07% of iShares Russell 2000 Value ETF worth $8,149,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Bank of America Corp DE grew its stake in shares of iShares Russell 2000 Value ETF by 6.7% in the second quarter. Bank of America Corp DE now owns 6,753,830 shares of the company’s stock worth $1,065,484,000 after purchasing an additional 422,172 shares during the last quarter. Vaughan Nelson Investment Management L.P. raised its position in iShares Russell 2000 Value ETF by 4.5% during the 2nd quarter. Vaughan Nelson Investment Management L.P. now owns 1,290,410 shares of the company’s stock worth $203,575,000 after purchasing an additional 55,950 shares during the last quarter. D.A. Davidson & CO. lifted its holdings in iShares Russell 2000 Value ETF by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 1,216,060 shares of the company’s stock worth $215,012,000 after buying an additional 31,609 shares during the period. Charles Schwab Investment Management Inc. grew its position in shares of iShares Russell 2000 Value ETF by 5.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 707,190 shares of the company’s stock valued at $111,566,000 after buying an additional 34,397 shares during the last quarter. Finally, Cassaday & Co Wealth Management LLC grew its position in shares of iShares Russell 2000 Value ETF by 1.4% in the 2nd quarter. Cassaday & Co Wealth Management LLC now owns 616,743 shares of the company’s stock valued at $97,297,000 after buying an additional 8,667 shares during the last quarter. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Price Performance

Shares of IWN opened at $189.97 on Friday. The business has a 50-day moving average of $181.04 and a 200-day moving average of $174.04. The company has a market capitalization of $12.86 billion, a price-to-earnings ratio of 14.35 and a beta of 1.09. iShares Russell 2000 Value ETF has a 1 year low of $129.38 and a 1 year high of $190.49.

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.