iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Sold by HB Wealth Management LLC

HB Wealth Management LLC lowered its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,680 shares of the company’s stock after selling 338 shares during the period. HB Wealth Management LLC owned about 0.05% of iShares Russell 2000 Value ETF worth $6,843,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Barrett & Company Inc. lifted its stake in iShares Russell 2000 Value ETF by 67.4% in the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock worth $27,000 after acquiring an additional 64 shares during the last quarter. Loomis Sayles & Co. L P acquired a new stake in shares of iShares Russell 2000 Value ETF in the 3rd quarter valued at $29,000. Richardson Financial Services Inc. lifted its position in shares of iShares Russell 2000 Value ETF by 100.0% during the 3rd quarter. Richardson Financial Services Inc. now owns 190 shares of the company’s stock worth $30,000 after purchasing an additional 95 shares during the last quarter. Optimum Investment Advisors grew its stake in shares of iShares Russell 2000 Value ETF by 375.0% during the third quarter. Optimum Investment Advisors now owns 190 shares of the company’s stock worth $32,000 after purchasing an additional 150 shares in the last quarter. Finally, Pacifica Partners Inc. increased its holdings in iShares Russell 2000 Value ETF by 177.9% in the third quarter. Pacifica Partners Inc. now owns 214 shares of the company’s stock valued at $36,000 after buying an additional 137 shares during the last quarter.

iShares Russell 2000 Value ETF Price Performance

iShares Russell 2000 Value ETF stock opened at $166.95 on Friday. The stock’s fifty day moving average is $171.06 and its two-hundred day moving average is $166.54. The stock has a market cap of $12.77 billion, a PE ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a 1-year low of $144.75 and a 1-year high of $183.51.

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.