Capital Advisors Ltd. LLC Sells 92 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)
by Doug Wharley · The Cerbat GemCapital Advisors Ltd. LLC lowered its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 11.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 702 shares of the company’s stock after selling 92 shares during the period. Capital Advisors Ltd. LLC’s holdings in iShares Russell 2000 Value ETF were worth $117,000 at the end of the most recent quarter.
Several other large investors also recently made changes to their positions in IWN. TCTC Holdings LLC increased its position in iShares Russell 2000 Value ETF by 4.6% during the first quarter. TCTC Holdings LLC now owns 1,574 shares of the company’s stock worth $250,000 after buying an additional 69 shares during the last quarter. Concourse Financial Group Securities Inc. increased its holdings in shares of iShares Russell 2000 Value ETF by 5.6% during the 2nd quarter. Concourse Financial Group Securities Inc. now owns 1,374 shares of the company’s stock worth $209,000 after acquiring an additional 73 shares during the last quarter. Anchor Investment Management LLC increased its holdings in shares of iShares Russell 2000 Value ETF by 6.3% during the 2nd quarter. Anchor Investment Management LLC now owns 1,234 shares of the company’s stock worth $188,000 after acquiring an additional 73 shares during the last quarter. J.W. Cole Advisors Inc. lifted its holdings in iShares Russell 2000 Value ETF by 1.6% during the 2nd quarter. J.W. Cole Advisors Inc. now owns 4,817 shares of the company’s stock valued at $734,000 after purchasing an additional 74 shares during the last quarter. Finally, Transform Wealth LLC lifted its holdings in iShares Russell 2000 Value ETF by 1.7% during the 3rd quarter. Transform Wealth LLC now owns 4,516 shares of the company’s stock valued at $753,000 after purchasing an additional 77 shares during the last quarter.
iShares Russell 2000 Value ETF Price Performance
NYSEARCA:IWN opened at $164.67 on Monday. The company has a market cap of $12.60 billion, a P/E ratio of 10.79 and a beta of 1.17. The firm’s fifty day moving average price is $165.15 and its two-hundred day moving average price is $158.94. iShares Russell 2000 Value ETF has a one year low of $124.97 and a one year high of $174.83.
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.
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