iShares Russell 2000 Value ETF (NYSEARCA:IWN) Position Increased by Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC raised its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 603,320 shares of the company’s stock after buying an additional 10,244 shares during the period. iShares Russell 2000 Value ETF comprises about 2.7% of Cassaday & Co Wealth Management LLC’s holdings, making the stock its 9th largest position. Cassaday & Co Wealth Management LLC owned 0.79% of iShares Russell 2000 Value ETF worth $99,047,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in IWN. Crews Bank & Trust acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth about $25,000. Hoese & Co LLP purchased a new position in iShares Russell 2000 Value ETF during the 4th quarter worth approximately $26,000. Financial Life Planners acquired a new position in iShares Russell 2000 Value ETF during the fourth quarter worth approximately $26,000. Barrett & Company Inc. lifted its stake in iShares Russell 2000 Value ETF by 67.4% in the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock valued at $27,000 after buying an additional 64 shares during the last quarter. Finally, Loomis Sayles & Co. L P acquired a new stake in shares of iShares Russell 2000 Value ETF in the third quarter valued at approximately $29,000.

iShares Russell 2000 Value ETF Trading Down 0.8 %

Shares of IWN opened at $165.92 on Friday. The company’s 50 day simple moving average is $166.64 and its 200-day simple moving average is $167.39. iShares Russell 2000 Value ETF has a 12-month low of $145.71 and a 12-month high of $183.51. The firm has a market cap of $12.20 billion, a PE ratio of 14.54 and a beta of 1.17.

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.