iShares Russell 2000 Value ETF $IWN is Sonata Capital Group Inc.’s 6th Largest Position

Sonata Capital Group Inc. lowered its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 62,737 shares of the company’s stock after selling 1,686 shares during the quarter. iShares Russell 2000 Value ETF comprises about 4.0% of Sonata Capital Group Inc.’s holdings, making the stock its 6th largest position. Sonata Capital Group Inc. owned 0.09% of iShares Russell 2000 Value ETF worth $9,897,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of IWN. Marshall & Sullivan Inc. WA purchased a new stake in iShares Russell 2000 Value ETF during the second quarter valued at about $28,000. Avalon Trust Co purchased a new stake in shares of iShares Russell 2000 Value ETF during the 1st quarter worth about $30,000. Capital Investment Advisory Services LLC increased its position 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 worth $33,000 after purchasing an additional 135 shares in the last quarter. Cloud Capital Management LLC purchased a new position in iShares Russell 2000 Value ETF in the first quarter valued at approximately $38,000. Finally, Alpine Bank Wealth Management acquired a new position in iShares Russell 2000 Value ETF during the first quarter valued at approximately $44,000. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Down 0.9%

IWN opened at $177.71 on Thursday. The company has a 50 day moving average of $175.20 and a two-hundred day moving average of $161.08. 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 $11.88 billion, a P/E ratio of 14.35 and a beta of 1.15.

About iShares Russell 2000 Value ETF

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.