Rothschild Capital Partners LLC purchased a new stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 7,395 shares of the company’s stock, valued at approximately $1,636,000.
Other large investors have also added to or reduced their stakes in the company. Valmark Advisers Inc. grew its position in iShares Russell 2000 Value ETF by 2.3% in the first quarter. Valmark Advisers Inc. now owns 2,424 shares of the company’s stock valued at $460,000 after purchasing an additional 55 shares in the last quarter. Cedar Mountain Advisors LLC lifted its position in iShares Russell 2000 Value ETF by 17.9% during the 1st quarter. Cedar Mountain Advisors LLC now owns 369 shares of the company’s stock worth $70,000 after buying an additional 56 shares in the last quarter. Eight 31 Financial LLC lifted its position in iShares Russell 2000 Value ETF by 3.5% during the 4th quarter. Eight 31 Financial LLC now owns 1,667 shares of the company’s stock worth $302,000 after buying an additional 56 shares in the last quarter. Carbahal Olsen Financial Services Group LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 1.2% during the 4th quarter. Carbahal Olsen Financial Services Group LLC now owns 5,061 shares of the company’s stock worth $917,000 after buying an additional 60 shares during the last quarter. Finally, Guidance Point Advisors LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 1.4% during the 4th quarter. Guidance Point Advisors LLC now owns 4,632 shares of the company’s stock worth $840,000 after buying an additional 62 shares during the last quarter. Institutional investors and hedge funds own 74.70% of the company’s stock.
iShares Russell 2000 Value ETF Price Performance
Shares of NYSEARCA IWN opened at $223.14 on Monday. The business has a 50-day moving average of $222.58 and a 200-day moving average of $209.46. The stock has a market capitalization of $14.43 billion, a price-to-earnings ratio of 14.35 and a beta of 1.02. iShares Russell 2000 Value ETF has a fifty-two week low of $168.75 and a fifty-two week high of $227.86.
About iShares Russell 2000 Value ETF
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.
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