Perfromance Wealth Partners LLC Buys 422 Shares of iShares Russell 2000 Value ETF $IWN

Perfromance Wealth Partners LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 6.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,057 shares of the company’s stock after purchasing an additional 422 shares during the period. Perfromance Wealth Partners LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,113,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of IWN. Marshall & Sullivan Inc. WA bought a new position in shares of iShares Russell 2000 Value ETF in the second quarter worth approximately $28,000. Avalon Trust Co bought a new position in shares of iShares Russell 2000 Value ETF in the first quarter worth approximately $30,000. DHJJ Financial Advisors Ltd. increased its position in shares of iShares Russell 2000 Value ETF by 67.5% in the first quarter. DHJJ Financial Advisors Ltd. now owns 211 shares of the company’s stock worth $32,000 after purchasing an additional 85 shares during the last quarter. Capital Investment Advisory Services LLC increased its position in shares of iShares Russell 2000 Value ETF by 166.7% in the first quarter. Capital Investment Advisory Services LLC now owns 216 shares of the company’s stock worth $33,000 after purchasing an additional 135 shares during the last quarter. Finally, Cloud Capital Management LLC bought a new position in shares of iShares Russell 2000 Value ETF in the first quarter worth approximately $38,000. 74.70% of the stock is currently owned by institutional investors.

iShares Russell 2000 Value ETF Trading Up 2.2%

IWN stock opened at $176.09 on Tuesday. The company’s 50 day moving average is $172.99 and its 200 day moving average is $159.73. The stock has a market cap of $11.84 billion, a price-to-earnings ratio of 14.35 and a beta of 1.15. iShares Russell 2000 Value ETF has a 1-year low of $129.38 and a 1-year high of $183.51.

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.