iShares Russell 2000 Value ETF $IWN Shares Sold by EPG Wealth Management LLC

EPG Wealth Management LLC decreased its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 51.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 604 shares of the company’s stock after selling 640 shares during the period. EPG Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $95,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Dravo Bay LLC increased its position in iShares Russell 2000 Value ETF by 20.0% during the 2nd quarter. Dravo Bay LLC now owns 4,687 shares of the company’s stock worth $739,000 after purchasing an additional 782 shares during the period. Partners in Financial Planning acquired a new position in iShares Russell 2000 Value ETF during the 2nd quarter worth approximately $200,000. Assetmark Inc. increased its position in iShares Russell 2000 Value ETF by 32.0% during the 2nd quarter. Assetmark Inc. now owns 3,547 shares of the company’s stock worth $560,000 after purchasing an additional 859 shares during the period. Daymark Wealth Partners LLC increased its position in iShares Russell 2000 Value ETF by 8.1% during the 2nd quarter. Daymark Wealth Partners LLC now owns 3,727 shares of the company’s stock worth $588,000 after purchasing an additional 279 shares during the period. Finally, Zhang Financial LLC increased its position in iShares Russell 2000 Value ETF by 1.7% during the 2nd quarter. Zhang Financial LLC now owns 105,009 shares of the company’s stock worth $16,566,000 after purchasing an additional 1,755 shares during the period. Institutional investors and hedge funds own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Trading Up 0.0%

NYSEARCA IWN opened at $177.19 on Tuesday. The stock has a market capitalization of $11.72 billion, a price-to-earnings ratio of 14.35 and a beta of 1.09. The business’s 50 day moving average is $176.89 and its two-hundred day moving average is $163.91. iShares Russell 2000 Value ETF has a 12-month low of $129.38 and a 12-month 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.