iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Sold by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. lowered its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 7.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 35,083 shares of the company’s stock after selling 2,903 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares Russell 2000 Value ETF were worth $5,760,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of IWN. JPMorgan Chase & Co. lifted its stake in iShares Russell 2000 Value ETF by 12.5% during the third quarter. JPMorgan Chase & Co. now owns 632,207 shares of the company’s stock worth $105,465,000 after purchasing an additional 70,123 shares in the last quarter. Atomi Financial Group Inc. purchased a new position in iShares Russell 2000 Value ETF in the 4th quarter valued at approximately $207,000. National Bank of Canada FI grew its stake in iShares Russell 2000 Value ETF by 4.6% during the 3rd quarter. National Bank of Canada FI now owns 2,045 shares of the company’s stock worth $341,000 after purchasing an additional 90 shares in the last quarter. Mesirow Financial Investment Management Inc. increased its stake in shares of iShares Russell 2000 Value ETF by 9.8% during the fourth quarter. Mesirow Financial Investment Management Inc. now owns 2,558 shares of the company’s stock worth $420,000 after buying an additional 228 shares during the period. Finally, Crestwood Advisors Group LLC increased its position in shares of iShares Russell 2000 Value ETF by 20.5% in the 4th quarter. Crestwood Advisors Group LLC now owns 2,055 shares of the company’s stock valued at $337,000 after purchasing an additional 350 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $151.54 on Tuesday. The business’s 50-day simple moving average is $164.43 and its 200-day simple moving average is $167.47. The company has a market cap of $10.98 billion, a P/E ratio of 13.92 and a beta of 1.18. iShares Russell 2000 Value ETF has a one year low of $145.71 and a one year high of $183.51.

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.