Clearstead Trust LLC Has $149,000 Holdings in iShares Russell 2000 Value ETF $IWN

Clearstead Trust LLC increased its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 292.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 946 shares of the company’s stock after purchasing an additional 705 shares during the quarter. Clearstead Trust LLC’s holdings in iShares Russell 2000 Value ETF were worth $149,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. First Command Advisory Services Inc. acquired a new stake in iShares Russell 2000 Value ETF in the 2nd quarter valued at $26,000. Marshall & Sullivan Inc. WA bought a new position in shares of iShares Russell 2000 Value ETF in the 2nd quarter valued at about $28,000. Avalon Trust Co bought a new position in shares of iShares Russell 2000 Value ETF in the 1st quarter valued at about $30,000. WPG Advisers LLC acquired a new stake in shares of iShares Russell 2000 Value ETF in the first quarter valued at about $49,000. Finally, Trust Co. of Toledo NA OH bought a new stake in iShares Russell 2000 Value ETF during the second quarter worth about $66,000. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

Shares of NYSEARCA IWN opened at $174.67 on Friday. The stock has a 50 day moving average price of $177.23 and a 200 day moving average price of $165.72. The stock has a market capitalization of $11.44 billion, a PE ratio of 14.35 and a beta of 1.09. 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.