AMG National Trust Bank Has $45.09 Million Stake in iShares Russell 2000 Value ETF $IWN

AMG National Trust Bank trimmed its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.4% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 237,810 shares of the company’s stock after selling 5,917 shares during the period. iShares Russell 2000 Value ETF accounts for about 1.0% of AMG National Trust Bank’s investment portfolio, making the stock its 25th largest position. AMG National Trust Bank’s holdings in iShares Russell 2000 Value ETF were worth $45,086,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IWN. Ransom Advisory Ltd bought a new stake in iShares Russell 2000 Value ETF during the fourth quarter worth approximately $26,000. Operose Advisors LLC grew its holdings in iShares Russell 2000 Value ETF by 2,071.4% during the fourth quarter. Operose Advisors LLC now owns 152 shares of the company’s stock valued at $28,000 after purchasing an additional 145 shares during the last quarter. Strive Financial Group LLC acquired a new position in iShares Russell 2000 Value ETF during the fourth quarter valued at approximately $31,000. Nalls Sherbakoff Group LLC bought a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $35,000. Finally, Bogart Wealth LLC raised its position in shares of iShares Russell 2000 Value ETF by 219.3% in the first quarter. Bogart Wealth LLC now owns 182 shares of the company’s stock valued at $35,000 after purchasing an additional 125 shares during the period. 74.70% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Trading Down 0.1%

Shares of iShares Russell 2000 Value ETF stock opened at $219.78 on Tuesday. The firm has a fifty day simple moving average of $214.71 and a 200-day simple moving average of $201.79. The stock has a market capitalization of $14.26 billion, a price-to-earnings ratio of 14.35 and a beta of 1.01. iShares Russell 2000 Value ETF has a 1-year low of $155.54 and a 1-year high of $223.90.

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.