EverSource Wealth Advisors LLC Has $1.76 Million Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

EverSource Wealth Advisors LLC raised its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3,219.7% in the first quarter, Holdings Channel reports. The institutional investor owned 11,785 shares of the company’s stock after buying an additional 11,430 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,756,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of IWN. Wolverine Asset Management LLC acquired a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at $31,000. Clearstead Trust LLC raised its stake in shares of iShares Russell 2000 Value ETF by 75.9% in the first quarter. Clearstead Trust LLC now owns 241 shares of the company’s stock valued at $38,000 after purchasing an additional 104 shares in the last quarter. LifeSteps Financial Inc. acquired a new position in shares of iShares Russell 2000 Value ETF in the first quarter valued at $40,000. Blue Trust Inc. raised its stake in shares of iShares Russell 2000 Value ETF by 275.7% in the fourth quarter. Blue Trust Inc. now owns 278 shares of the company’s stock valued at $43,000 after purchasing an additional 204 shares in the last quarter. Finally, Tidemark LLC acquired a new position in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at $46,000.

iShares Russell 2000 Value ETF Price Performance

Shares of NYSEARCA IWN traded down $5.68 during trading hours on Friday, reaching $160.24. The stock had a trading volume of 1,997,060 shares, compared to its average volume of 1,251,633. The business’s fifty day moving average is $156.74 and its two-hundred day moving average is $154.01. The company has a market cap of $12.26 billion, a price-to-earnings ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a twelve month low of $124.97 and a twelve month 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.