iShares Russell 2000 Value ETF $IWN is Cassaday & Co Wealth Management LLC’s 9th Largest Position

Cassaday & Co Wealth Management LLC increased its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 616,743 shares of the company’s stock after purchasing an additional 8,667 shares during the quarter. iShares Russell 2000 Value ETF makes up 2.4% of Cassaday & Co Wealth Management LLC’s portfolio, making the stock its 9th biggest holding. Cassaday & Co Wealth Management LLC owned approximately 0.92% of iShares Russell 2000 Value ETF worth $97,297,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. First Command Advisory Services Inc. purchased a new position in iShares Russell 2000 Value ETF during the 2nd quarter worth $26,000. Marshall & Sullivan Inc. WA acquired a new position in shares of iShares Russell 2000 Value ETF in the 2nd quarter valued at about $28,000. Avalon Trust Co acquired a new position in shares of iShares Russell 2000 Value ETF in the 1st quarter valued at about $30,000. Capital Investment Advisory Services LLC raised its holdings in iShares Russell 2000 Value ETF by 166.7% in the 1st quarter. Capital Investment Advisory Services LLC now owns 216 shares of the company’s stock worth $33,000 after purchasing an additional 135 shares during the period. Finally, Cloud Capital Management LLC acquired a new position in iShares Russell 2000 Value ETF in the 1st quarter worth about $38,000. 74.70% of the stock is owned by institutional investors.

iShares Russell 2000 Value ETF Price Performance

Shares of iShares Russell 2000 Value ETF stock opened at $177.19 on Tuesday. The business has a 50 day simple moving average of $176.89 and a two-hundred day simple moving average of $163.91. iShares Russell 2000 Value ETF has a 12 month low of $129.38 and a 12 month high of $183.51. The stock has a market capitalization of $11.72 billion, a P/E ratio of 14.35 and a beta of 1.09.

iShares Russell 2000 Value ETF Company 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.