WealthPlan Investment Management LLC Purchases 300 Shares of iShares Russell 2000 Value ETF $IWN

WealthPlan Investment Management LLC raised its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.6% in the second quarter, Holdings Channel reports. The firm owned 8,724 shares of the company’s stock after acquiring an additional 300 shares during the quarter. WealthPlan Investment Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,376,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Marshall & Sullivan Inc. WA bought a new stake in iShares Russell 2000 Value ETF during the 2nd quarter valued at about $28,000. Avalon Trust Co bought a new stake in iShares Russell 2000 Value ETF during the 1st quarter valued at about $30,000. DHJJ Financial Advisors Ltd. increased its stake in iShares Russell 2000 Value ETF by 67.5% during the 1st quarter. DHJJ Financial Advisors Ltd. now owns 211 shares of the company’s stock valued at $32,000 after purchasing an additional 85 shares in the last quarter. Capital Investment Advisory Services LLC increased its stake in iShares Russell 2000 Value ETF by 166.7% during the 1st quarter. Capital Investment Advisory Services LLC now owns 216 shares of the company’s stock valued at $33,000 after purchasing an additional 135 shares in the last quarter. Finally, Cloud Capital Management LLC bought a new stake in iShares Russell 2000 Value ETF during the 1st quarter valued at about $38,000. 74.70% of the stock is currently owned by institutional investors.

iShares Russell 2000 Value ETF Stock Performance

NYSEARCA:IWN opened at $176.83 on Friday. The firm has a market cap of $11.89 billion, a P/E ratio of 14.35 and a beta of 1.15. iShares Russell 2000 Value ETF has a fifty-two week low of $129.38 and a fifty-two week high of $183.51. The firm has a 50-day simple moving average of $174.08 and a two-hundred day simple moving average of $160.19.

iShares Russell 2000 Value ETF 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.