iShares Russell 2000 Value ETF $IWN Shares Sold by Lido Advisors LLC

Lido Advisors LLC lowered its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 18.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,508 shares of the company’s stock after selling 5,610 shares during the quarter. Lido Advisors LLC’s holdings in iShares Russell 2000 Value ETF were worth $4,836,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Operose Advisors LLC boosted its holdings in iShares Russell 2000 Value ETF by 2,071.4% in the 4th quarter. Operose Advisors LLC now owns 152 shares of the company’s stock valued at $28,000 after purchasing an additional 145 shares during the last quarter. Strive Financial Group LLC purchased a new stake in shares of iShares Russell 2000 Value ETF in the 4th quarter valued at approximately $31,000. Bogart Wealth LLC increased its holdings in shares of iShares Russell 2000 Value ETF by 219.3% during the 1st quarter. Bogart Wealth LLC now owns 182 shares of the company’s stock worth $35,000 after buying an additional 125 shares during the last quarter. Nalls Sherbakoff Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the 4th quarter worth approximately $35,000. Finally, Eagle Bay Advisors LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the 4th quarter worth approximately $37,000. 74.70% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Stock Performance

IWN stock opened at $221.42 on Friday. The firm has a market cap of $14.36 billion, a PE ratio of 14.35 and a beta of 1.01. The firm’s 50 day moving average price is $216.81 and its 200-day moving average price is $204.08. iShares Russell 2000 Value ETF has a one year low of $155.54 and a one year high of $224.42.

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