iShares Russell 2000 Value ETF (NYSEARCA:IWN) Stock Holdings Decreased by Copia Wealth Management

Copia Wealth Management reduced its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 18.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,055 shares of the company’s stock after selling 240 shares during the period. Copia Wealth Management’s holdings in iShares Russell 2000 Value ETF were worth $159,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. FPC Investment Advisory Inc. acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth approximately $25,000. Menard Financial Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth approximately $27,000. Bank of Jackson Hole Trust acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth approximately $30,000. Park Square Financial Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth approximately $30,000. Finally, Cedar Mountain Advisors LLC boosted its holdings in shares of iShares Russell 2000 Value ETF by 138.6% during the first quarter. Cedar Mountain Advisors LLC now owns 198 shares of the company’s stock worth $30,000 after purchasing an additional 115 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

IWN stock opened at $154.20 on Tuesday. The stock has a market cap of $10.75 billion, a P/E ratio of 13.37 and a beta of 1.08. The firm has a 50 day simple moving average of $148.26 and a 200 day simple moving average of $157.44. iShares Russell 2000 Value ETF has a 52 week low of $129.38 and a 52 week 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.