Leo Wealth LLC Grows Stock Holdings in iShares Russell 2000 Value ETF $IWN

Leo Wealth LLC grew its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 23.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,120 shares of the company’s stock after purchasing an additional 401 shares during the quarter. Leo Wealth LLC’s holdings in iShares Russell 2000 Value ETF were worth $335,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of IWN. Marshall & Sullivan Inc. WA purchased a new position in iShares Russell 2000 Value ETF in the 2nd quarter worth approximately $28,000. Avalon Trust Co purchased a new position in iShares Russell 2000 Value ETF in the first quarter worth approximately $30,000. DHJJ Financial Advisors Ltd. increased its stake in iShares Russell 2000 Value ETF by 67.5% during the first quarter. DHJJ Financial Advisors Ltd. now owns 211 shares of the company’s stock worth $32,000 after acquiring an additional 85 shares during the last quarter. Capital Investment Advisory Services LLC increased its stake in iShares Russell 2000 Value ETF by 166.7% during the first quarter. Capital Investment Advisory Services LLC now owns 216 shares of the company’s stock worth $33,000 after acquiring an additional 135 shares during the last quarter. Finally, Cloud Capital Management LLC purchased a new stake in iShares Russell 2000 Value ETF in the first quarter valued at $38,000. 74.70% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Trading Down 3.0%

NYSEARCA IWN opened at $172.34 on Friday. The stock has a market cap of $11.59 billion, a PE ratio of 14.35 and a beta of 1.15. iShares Russell 2000 Value ETF has a twelve month low of $129.38 and a twelve month high of $183.51. The stock has a fifty day simple moving average of $172.66 and a 200-day simple moving average of $159.49.

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.