Vance Wealth Inc. Purchases 1,056 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Vance Wealth Inc. boosted its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 5.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,427 shares of the company’s stock after purchasing an additional 1,056 shares during the period. iShares Russell 2000 Value ETF makes up approximately 1.3% of Vance Wealth Inc.’s investment portfolio, making the stock its 17th biggest holding. Vance Wealth Inc.’s holdings in iShares Russell 2000 Value ETF were worth $3,111,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Lynx Investment Advisory bought a new stake in iShares Russell 2000 Value ETF during the 2nd quarter valued at about $26,000. Clearstead Trust LLC raised its stake in shares of iShares Russell 2000 Value ETF by 75.9% during the first quarter. Clearstead Trust LLC now owns 241 shares of the company’s stock valued at $38,000 after acquiring an additional 104 shares in the last quarter. Triad Wealth Partners LLC purchased a new stake in shares of iShares Russell 2000 Value ETF in the second quarter valued at approximately $38,000. LifeSteps Financial Inc. bought a new position in iShares Russell 2000 Value ETF in the first quarter worth approximately $40,000. Finally, Tidemark LLC purchased a new position in iShares Russell 2000 Value ETF during the 4th quarter worth $46,000.

iShares Russell 2000 Value ETF Stock Performance

NYSEARCA:IWN opened at $162.68 on Thursday. The firm has a 50-day simple moving average of $161.19 and a 200-day simple moving average of $155.94. iShares Russell 2000 Value ETF has a one year low of $124.97 and a one year high of $174.83. The firm has a market cap of $12.45 billion, a P/E ratio of 10.79 and a beta of 1.17.

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.