Welch & Forbes LLC Boosts Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Welch & Forbes LLC grew its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,559 shares of the company’s stock after buying an additional 129 shares during the period. Welch & Forbes LLC’s holdings in iShares Russell 2000 Value ETF were worth $553,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Dravo Bay LLC raised its stake in iShares Russell 2000 Value ETF by 2.1% during the third quarter. Dravo Bay LLC now owns 3,848 shares of the company’s stock valued at $522,000 after buying an additional 79 shares in the last quarter. MV Capital Management Inc. lifted its position in shares of iShares Russell 2000 Value ETF by 0.8% in the 3rd quarter. MV Capital Management Inc. now owns 10,048 shares of the company’s stock worth $1,362,000 after buying an additional 80 shares during the last quarter. XML Financial LLC boosted its holdings in shares of iShares Russell 2000 Value ETF by 0.3% in the 3rd quarter. XML Financial LLC now owns 29,653 shares of the company’s stock valued at $4,020,000 after buying an additional 88 shares during the period. Private Trust Co. NA grew its position in shares of iShares Russell 2000 Value ETF by 3.1% during the 4th quarter. Private Trust Co. NA now owns 2,989 shares of the company’s stock valued at $464,000 after buying an additional 89 shares during the last quarter. Finally, Spire Wealth Management lifted its holdings in iShares Russell 2000 Value ETF by 2.7% in the third quarter. Spire Wealth Management now owns 3,477 shares of the company’s stock worth $471,000 after acquiring an additional 92 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Down 0.4 %

Shares of NYSEARCA:IWN traded down $0.58 during trading on Wednesday, hitting $155.05. 642,163 shares of the company traded hands, compared to its average volume of 1,309,365. The business’s fifty day moving average is $152.92 and its 200-day moving average is $147.85. The stock has a market capitalization of $12.05 billion, a price-to-earnings ratio of 10.45 and a beta of 1.17. iShares Russell 2000 Value ETF has a one year low of $124.97 and a one year high of $159.81.

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.