EverSource Wealth Advisors LLC Acquires 48,506 Shares of iShares Russell 2000 Value ETF $IWN

EverSource Wealth Advisors LLC lifted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 4,450.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 49,596 shares of the company’s stock after purchasing an additional 48,506 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares Russell 2000 Value ETF were worth $9,403,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brady Martz Wealth Solutions LLC raised its stake in iShares Russell 2000 Value ETF by 0.3% in the fourth quarter. Brady Martz Wealth Solutions LLC now owns 17,982 shares of the company’s stock worth $3,259,000 after buying an additional 53 shares in the last quarter. Valmark Advisers Inc. boosted its position in iShares Russell 2000 Value ETF by 2.3% during the 1st quarter. Valmark Advisers Inc. now owns 2,424 shares of the company’s stock valued at $460,000 after acquiring an additional 55 shares in the last quarter. Cedar Mountain Advisors LLC boosted its position in iShares Russell 2000 Value ETF by 17.9% during the 1st quarter. Cedar Mountain Advisors LLC now owns 369 shares of the company’s stock valued at $70,000 after acquiring an additional 56 shares in the last quarter. Eight 31 Financial LLC increased its holdings in shares of iShares Russell 2000 Value ETF by 3.5% in the 4th quarter. Eight 31 Financial LLC now owns 1,667 shares of the company’s stock valued at $302,000 after acquiring an additional 56 shares during the period. Finally, Stegner Investment Associates Inc. increased its holdings in shares of iShares Russell 2000 Value ETF by 1.5% in the 4th quarter. Stegner Investment Associates Inc. now owns 3,919 shares of the company’s stock valued at $710,000 after acquiring an additional 57 shares during the period. 74.70% of the stock is currently owned by institutional investors.

iShares Russell 2000 Value ETF Trading Up 0.9%

IWN opened at $224.11 on Wednesday. The firm has a market cap of $14.51 billion, a price-to-earnings ratio of 14.35 and a beta of 1.01. iShares Russell 2000 Value ETF has a 12 month low of $155.54 and a 12 month high of $224.44. The stock has a fifty day moving average price of $217.53 and a 200-day moving average price of $204.71.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.