Sentinel Wealth Management Inc. Has $4.66 Million Stake in iShares Russell 2000 Value ETF $IWN

Sentinel Wealth Management Inc. trimmed its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 11.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 26,352 shares of the company’s stock after selling 3,536 shares during the quarter. iShares Russell 2000 Value ETF comprises about 4.0% of Sentinel Wealth Management Inc.’s investment portfolio, making the stock its 9th largest holding. Sentinel Wealth Management Inc.’s holdings in iShares Russell 2000 Value ETF were worth $4,659,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Bank of America Corp DE lifted its position in iShares Russell 2000 Value ETF by 6.7% during the second quarter. Bank of America Corp DE now owns 6,753,830 shares of the company’s stock valued at $1,065,484,000 after acquiring an additional 422,172 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of 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 purchasing an additional 104,838 shares during the last quarter. D.A. Davidson & CO. boosted its position in shares of iShares Russell 2000 Value ETF by 2.7% in the 3rd quarter. D.A. Davidson & CO. now owns 1,216,060 shares of the company’s stock worth $215,012,000 after purchasing an additional 31,609 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in iShares Russell 2000 Value ETF by 5.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 707,190 shares of the company’s stock worth $111,566,000 after buying an additional 34,397 shares during the last quarter. Finally, Cassaday & Co Wealth Management LLC grew its stake in iShares Russell 2000 Value ETF by 1.6% during the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 626,428 shares of the company’s stock worth $110,759,000 after buying an additional 9,685 shares during the last quarter. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

iShares Russell 2000 Value ETF stock opened at $199.76 on Thursday. The stock has a 50-day moving average of $193.06 and a two-hundred day moving average of $182.39. iShares Russell 2000 Value ETF has a one year low of $129.38 and a one year high of $203.01. The stock has a market cap of $12.82 billion, a PE ratio of 14.35 and a beta of 1.09.

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.