Kestra Private Wealth Services LLC Raises Stock Holdings in iShares Russell 2000 Value ETF $IWN

Kestra Private Wealth Services LLC raised its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 13.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,929 shares of the company’s stock after purchasing an additional 2,303 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in iShares Russell 2000 Value ETF were worth $3,778,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of IWN. Brady Martz Wealth Solutions LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 0.3% during the 4th quarter. Brady Martz Wealth Solutions LLC now owns 17,982 shares of the company’s stock valued at $3,259,000 after buying an additional 53 shares during the last quarter. Eight 31 Financial LLC raised its holdings in iShares Russell 2000 Value ETF by 3.5% in the fourth quarter. Eight 31 Financial LLC now owns 1,667 shares of the company’s stock valued at $302,000 after acquiring an additional 56 shares in the last quarter. Stegner Investment Associates Inc. raised its holdings in iShares Russell 2000 Value ETF by 1.5% in the fourth quarter. Stegner Investment Associates Inc. now owns 3,919 shares of the company’s stock valued at $710,000 after acquiring an additional 57 shares in the last quarter. Carbahal Olsen Financial Services Group LLC boosted its stake in iShares Russell 2000 Value ETF by 1.2% during the 4th quarter. Carbahal Olsen Financial Services Group LLC now owns 5,061 shares of the company’s stock valued at $917,000 after acquiring an additional 60 shares during the last quarter. Finally, Friday Financial boosted its stake in iShares Russell 2000 Value ETF by 2.6% during the 4th quarter. Friday Financial now owns 2,443 shares of the company’s stock valued at $443,000 after acquiring an additional 61 shares during the last quarter. 74.70% of the stock is currently owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Price Performance

Shares of IWN stock opened at $221.43 on Friday. The firm has a fifty day moving average of $211.55 and a two-hundred day moving average of $198.98. The firm has a market cap of $14.30 billion, a P/E ratio of 14.35 and a beta of 1.02. iShares Russell 2000 Value ETF has a 1-year low of $155.54 and a 1-year high of $221.94.

About iShares Russell 2000 Value ETF

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.