Lionshead Wealth Management LLC Sells 1,387 Shares of iShares Russell 2000 Value ETF $IWN

Lionshead Wealth Management LLC decreased its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 49.1% in the first quarter, Holdings Channel reports. The firm owned 1,436 shares of the company’s stock after selling 1,387 shares during the period. Lionshead Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $217,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of IWN. Brighton Jones LLC boosted its holdings in shares of iShares Russell 2000 Value ETF by 2.6% in the fourth quarter. Brighton Jones LLC now owns 3,623 shares of the company’s stock valued at $595,000 after purchasing an additional 91 shares during the period. GeoWealth Management LLC purchased a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $96,000. MML Investors Services LLC boosted its holdings in shares of iShares Russell 2000 Value ETF by 15.8% in the fourth quarter. MML Investors Services LLC now owns 33,993 shares of the company’s stock valued at $5,581,000 after purchasing an additional 4,642 shares during the period. Stifel Financial Corp boosted its holdings in shares of iShares Russell 2000 Value ETF by 18.5% in the fourth quarter. Stifel Financial Corp now owns 61,466 shares of the company’s stock valued at $10,093,000 after purchasing an additional 9,603 shares during the period. Finally, Hsbc Holdings PLC boosted its holdings in shares of iShares Russell 2000 Value ETF by 8.1% in the fourth quarter. Hsbc Holdings PLC now owns 51,940 shares of the company’s stock valued at $8,527,000 after purchasing an additional 3,911 shares during the period. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

Shares of NYSEARCA IWN opened at $173.50 on Friday. The stock has a 50 day moving average price of $162.29 and a 200 day moving average price of $155.60. The firm has a market capitalization of $11.69 billion, a price-to-earnings ratio of 14.35 and a beta of 1.15. 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.