Financial Synergies Wealth Advisors Inc. Raises Stock Holdings in iShares Russell 2000 Value ETF $IWN

Financial Synergies Wealth Advisors Inc. boosted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.4% in the second quarter, HoldingsChannel reports. The firm owned 30,276 shares of the company’s stock after purchasing an additional 113 shares during the period. iShares Russell 2000 Value ETF comprises about 0.5% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 26th largest holding. Financial Synergies Wealth Advisors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $4,776,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the company. TIAA Trust National Association lifted its holdings in iShares Russell 2000 Value ETF by 3.9% during the 1st quarter. TIAA Trust National Association now owns 2,843,511 shares of the company’s stock worth $429,313,000 after buying an additional 105,613 shares during the last quarter. Alaska Permanent Fund Corp lifted its holdings in iShares Russell 2000 Value ETF by 94.9% during the 1st quarter. Alaska Permanent Fund Corp now owns 2,402,269 shares of the company’s stock worth $347,849,000 after buying an additional 1,169,735 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in iShares Russell 2000 Value ETF by 1.2% during the 1st quarter. Envestnet Asset Management Inc. now owns 2,088,938 shares of the company’s stock worth $315,388,000 after buying an additional 24,679 shares during the last quarter. Vaughan Nelson Investment Management L.P. lifted its holdings in iShares Russell 2000 Value ETF by 4.5% during the 2nd quarter. Vaughan Nelson Investment Management L.P. now owns 1,290,410 shares of the company’s stock worth $203,575,000 after buying an additional 55,950 shares during the last quarter. Finally, D.A. Davidson & CO. lifted its holdings in iShares Russell 2000 Value ETF by 5.0% during the 1st quarter. D.A. Davidson & CO. now owns 1,134,640 shares of the company’s stock worth $171,308,000 after buying an additional 54,387 shares during the last quarter. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Down 0.2%

NYSEARCA:IWN opened at $176.53 on Friday. The business’s 50 day moving average is $174.38 and its two-hundred day moving average is $160.42. iShares Russell 2000 Value ETF has a 52 week low of $129.38 and a 52 week high of $183.51. The company has a market cap of $11.86 billion, a PE ratio of 14.35 and a beta of 1.15.

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.