iShares Russell 2000 Value ETF $IWN is Fell Capital Management ADV’s 3rd Largest Position

by · The Markets Daily

Fell Capital Management ADV grew its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 25.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,728 shares of the company’s stock after buying an additional 5,181 shares during the quarter. iShares Russell 2000 Value ETF accounts for approximately 4.7% of Fell Capital Management ADV’s portfolio, making the stock its 3rd largest holding. Fell Capital Management ADV’s holdings in iShares Russell 2000 Value ETF were worth $4,878,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Ransom Advisory Ltd purchased a new stake in iShares Russell 2000 Value ETF during the 4th quarter valued at about $26,000. Operose Advisors LLC increased its stake in iShares Russell 2000 Value ETF by 2,071.4% in the 4th quarter. Operose Advisors LLC now owns 152 shares of the company’s stock worth $28,000 after purchasing an additional 145 shares during the period. Strive Financial Group LLC purchased a new position in iShares Russell 2000 Value ETF in the 4th quarter worth approximately $31,000. Nalls Sherbakoff Group LLC purchased a new position in iShares Russell 2000 Value ETF in the 4th quarter worth approximately $35,000. Finally, Bogart Wealth LLC lifted its position in iShares Russell 2000 Value ETF by 219.3% in the first quarter. Bogart Wealth LLC now owns 182 shares of the company’s stock valued at $35,000 after purchasing an additional 125 shares during the last quarter. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

NYSEARCA:IWN opened at $219.78 on Tuesday. The firm has a market cap of $14.26 billion, a PE ratio of 14.35 and a beta of 1.01. iShares Russell 2000 Value ETF has a fifty-two week low of $155.54 and a fifty-two week high of $223.90. The business has a 50 day moving average price of $214.71 and a 200-day moving average price of $201.79.

About iShares Russell 2000 Value ETF

(Free Report)

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.

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