Navigation Group LLC Takes $9.99 Million Position in iShares Russell 2000 Value ETF $IWN

Navigation Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 52,684 shares of the company’s stock, valued at approximately $9,988,000. iShares Russell 2000 Value ETF makes up 2.3% of Navigation Group LLC’s investment portfolio, making the stock its 13th biggest position. Navigation Group LLC owned about 0.08% of iShares Russell 2000 Value ETF at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Ransom Advisory Ltd acquired a new position in iShares Russell 2000 Value ETF during the 4th quarter valued at about $26,000. Operose Advisors LLC raised its position in shares of iShares Russell 2000 Value ETF by 2,071.4% during the 4th quarter. Operose Advisors LLC now owns 152 shares of the company’s stock worth $28,000 after buying an additional 145 shares in the last quarter. Strive Financial Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF in the 4th quarter worth approximately $31,000. Bogart Wealth LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 219.3% in the 1st quarter. Bogart Wealth LLC now owns 182 shares of the company’s stock worth $35,000 after acquiring an additional 125 shares during the period. Finally, 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. Institutional investors and hedge funds own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Price Performance

NYSEARCA IWN opened at $221.29 on Thursday. iShares Russell 2000 Value ETF has a 12 month low of $155.54 and a 12 month high of $223.90. The firm has a market capitalization of $14.36 billion, a PE ratio of 14.35 and a beta of 1.01. The company’s 50 day simple moving average is $215.08 and its 200 day simple moving average is $202.29.

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.