Hillcrest Wealth Advisors NY LLC Grows Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)
by Scott Moore · The Cerbat GemHillcrest Wealth Advisors NY LLC grew its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 74,705 shares of the company’s stock after purchasing an additional 2,000 shares during the quarter. iShares Russell 2000 Value ETF comprises approximately 5.6% of Hillcrest Wealth Advisors NY LLC’s investment portfolio, making the stock its 5th biggest position. Hillcrest Wealth Advisors NY LLC’s holdings in iShares Russell 2000 Value ETF were worth $11,279,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently made changes to their positions in the company. FPC Investment Advisory Inc. acquired a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $25,000. Menard Financial Group LLC acquired a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $27,000. Park Square Financial Group LLC acquired a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $30,000. Cedar Mountain Advisors LLC grew its position in shares of iShares Russell 2000 Value ETF by 138.6% in the first quarter. Cedar Mountain Advisors LLC now owns 198 shares of the company’s stock valued at $30,000 after purchasing an additional 115 shares during the last quarter. Finally, Glen Eagle Advisors LLC grew its position in shares of iShares Russell 2000 Value ETF by 53.3% in the fourth quarter. Glen Eagle Advisors LLC now owns 210 shares of the company’s stock valued at $34,000 after purchasing an additional 73 shares during the last quarter.
iShares Russell 2000 Value ETF Trading Down 0.2%
iShares Russell 2000 Value ETF stock opened at $153.19 on Friday. iShares Russell 2000 Value ETF has a 12 month low of $129.38 and a 12 month high of $183.51. The stock’s 50 day moving average is $149.37 and its 200-day moving average is $156.86. The company has a market capitalization of $10.68 billion, a price-to-earnings ratio of 13.37 and a beta of 1.08.
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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