Strategic Wealth Advisors LLC Invests $469,000 in iShares Russell 2000 Value ETF $IWN

Strategic Wealth Advisors LLC acquired a new position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 2,590 shares of the company’s stock, valued at approximately $469,000.

A number of other institutional investors have also made changes to their positions in the business. Brady Martz Wealth Solutions LLC lifted its position in shares of iShares Russell 2000 Value ETF by 0.3% in the fourth quarter. Brady Martz Wealth Solutions LLC now owns 17,982 shares of the company’s stock worth $3,259,000 after purchasing an additional 53 shares in the last quarter. Stegner Investment Associates Inc. raised its holdings in iShares Russell 2000 Value ETF by 1.5% during the fourth quarter. Stegner Investment Associates Inc. now owns 3,919 shares of the company’s stock worth $710,000 after acquiring an additional 57 shares in the last quarter. Carbahal Olsen Financial Services Group LLC raised its holdings in iShares Russell 2000 Value ETF by 1.2% during the fourth quarter. Carbahal Olsen Financial Services Group LLC now owns 5,061 shares of the company’s stock worth $917,000 after acquiring an additional 60 shares in the last quarter. Gladstone Institutional Advisory LLC raised its holdings in iShares Russell 2000 Value ETF by 1.6% during the third quarter. Gladstone Institutional Advisory LLC now owns 3,761 shares of the company’s stock worth $665,000 after acquiring an additional 61 shares in the last quarter. Finally, Cornerstone Wealth Management LLC raised its holdings in iShares Russell 2000 Value ETF by 0.8% during the third quarter. Cornerstone Wealth Management LLC now owns 8,063 shares of the company’s stock worth $1,426,000 after acquiring an additional 61 shares in the last quarter. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $210.10 on Friday. iShares Russell 2000 Value ETF has a 52-week low of $146.90 and a 52-week high of $213.19. The firm has a market capitalization of $13.57 billion, a PE ratio of 14.35 and a beta of 1.02. The business’s 50-day simple moving average is $196.75 and its 200 day simple moving average is $190.14.

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.