iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Purchased by XML Financial LLC

XML Financial LLC boosted its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 32,243 shares of the company’s stock after purchasing an additional 462 shares during the period. XML Financial LLC’s holdings in iShares Russell 2000 Value ETF were worth $5,293,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its stake in shares of iShares Russell 2000 Value ETF by 12.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 632,207 shares of the company’s stock valued at $105,465,000 after buying an additional 70,123 shares during the last quarter. Smith Thornton Advisors LLC purchased a new position in iShares Russell 2000 Value ETF during the second quarter valued at approximately $491,000. National Bank of Canada FI lifted its holdings in iShares Russell 2000 Value ETF by 4.6% in the third quarter. National Bank of Canada FI now owns 2,045 shares of the company’s stock valued at $341,000 after acquiring an additional 90 shares during the period. CWM LLC boosted its position in iShares Russell 2000 Value ETF by 6.4% in the 3rd quarter. CWM LLC now owns 29,710 shares of the company’s stock worth $4,956,000 after purchasing an additional 1,780 shares in the last quarter. Finally, Chicago Partners Investment Group LLC boosted its position in iShares Russell 2000 Value ETF by 2.6% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 3,449 shares of the company’s stock worth $570,000 after purchasing an additional 87 shares in the last quarter.

iShares Russell 2000 Value ETF Price Performance

NYSEARCA:IWN opened at $169.40 on Wednesday. The company has a 50 day moving average price of $170.78 and a 200-day moving average price of $166.76. iShares Russell 2000 Value ETF has a 1-year low of $144.75 and a 1-year high of $183.51. The firm has a market cap of $12.96 billion, a price-to-earnings ratio of 10.79 and a beta of 1.17.

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.