11,841 Shares in iShares Russell 2000 Value ETF (NYSEARCA:IWN) Bought by Ground Swell Capital LLC

Ground Swell Capital LLC purchased a new position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 11,841 shares of the company’s stock, valued at approximately $1,944,000. iShares Russell 2000 Value ETF accounts for approximately 2.9% of Ground Swell Capital LLC’s investment portfolio, making the stock its 3rd biggest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IWN. Financial Perspectives Inc grew its position in iShares Russell 2000 Value ETF by 18.1% in the 4th quarter. Financial Perspectives Inc now owns 391 shares of the company’s stock valued at $64,000 after purchasing an additional 60 shares during the period. Diversified Trust Co lifted its stake in shares of iShares Russell 2000 Value ETF by 3.0% in the fourth quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock valued at $345,000 after buying an additional 61 shares in the last quarter. Strategies Wealth Advisors LLC grew its holdings in shares of iShares Russell 2000 Value ETF by 1.7% during the fourth quarter. Strategies Wealth Advisors LLC now owns 3,709 shares of the company’s stock valued at $622,000 after buying an additional 63 shares during the last quarter. O Shaughnessy Asset Management LLC increased its position in shares of iShares Russell 2000 Value ETF by 1.9% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 3,598 shares of the company’s stock worth $591,000 after acquiring an additional 67 shares in the last quarter. Finally, Asset Dedication LLC increased its position in shares of iShares Russell 2000 Value ETF by 3.9% during the fourth quarter. Asset Dedication LLC now owns 1,812 shares of the company’s stock worth $297,000 after acquiring an additional 68 shares in the last quarter.

iShares Russell 2000 Value ETF Stock Performance

Shares of NYSEARCA IWN opened at $149.24 on Friday. The stock has a market cap of $11.00 billion, a price-to-earnings ratio of 13.37 and a beta of 1.09. iShares Russell 2000 Value ETF has a fifty-two week low of $129.38 and a fifty-two week high of $183.51. The firm’s 50-day simple moving average is $146.66 and its 200 day simple moving average is $161.26.

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.