RTD Financial Advisors Inc. Lowers Stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

RTD Financial Advisors Inc. decreased its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 59,745 shares of the company’s stock after selling 344 shares during the period. iShares Russell 2000 Value ETF accounts for approximately 1.3% of RTD Financial Advisors Inc.’s portfolio, making the stock its 24th largest holding. RTD Financial Advisors Inc. owned approximately 0.08% of iShares Russell 2000 Value ETF worth $9,808,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of IWN. Hoese & Co LLP acquired a new position in iShares Russell 2000 Value ETF in the 4th quarter valued at $26,000. Barrett & Company Inc. grew its position in shares of iShares Russell 2000 Value ETF by 67.4% in the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock valued at $27,000 after purchasing an additional 64 shares during the period. Loomis Sayles & Co. L P acquired a new position in iShares Russell 2000 Value ETF in the third quarter valued at $29,000. Optimum Investment Advisors lifted its position in 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 buying an additional 150 shares during the period. Finally, Richardson Financial Services Inc. boosted its stake in iShares Russell 2000 Value ETF by 100.0% in the 3rd quarter. Richardson Financial Services Inc. now owns 190 shares of the company’s stock worth $30,000 after buying an additional 95 shares during the last quarter.

iShares Russell 2000 Value ETF Price Performance

IWN opened at $168.28 on Friday. iShares Russell 2000 Value ETF has a 12 month low of $144.75 and a 12 month high of $183.51. The business has a 50-day moving average of $170.25 and a two-hundred day moving average of $167.03. The stock has a market capitalization of $12.87 billion, a price-to-earnings 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.