12,814 iShares Russell 2000 Value ETF $IWN Shares Purchased by Summa Corp.

Summa Corp. raised its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 986.5% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,113 shares of the company’s stock after buying an additional 12,814 shares during the period. iShares Russell 2000 Value ETF comprises approximately 0.6% of Summa Corp.’s investment portfolio, making the stock its 21st biggest holding. Summa Corp.’s holdings in iShares Russell 2000 Value ETF were worth $2,956,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. First Nebraska Trust Co bought a new stake in iShares Russell 2000 Value ETF in the 3rd quarter valued at $372,000. Blue Bell Private Wealth Management LLC lifted its holdings in iShares Russell 2000 Value ETF by 2.0% during the 3rd quarter. Blue Bell Private Wealth Management LLC now owns 5,900 shares of the company’s stock valued at $1,236,000 after purchasing an additional 116 shares during the last quarter. Frederick Financial Consultants LLC lifted its holdings in iShares Russell 2000 Value ETF by 1.0% during the 3rd quarter. Frederick Financial Consultants LLC now owns 7,703 shares of the company’s stock valued at $1,613,000 after purchasing an additional 78 shares during the last quarter. XML Financial LLC lifted its holdings in iShares Russell 2000 Value ETF by 1.7% during the 3rd quarter. XML Financial LLC now owns 32,977 shares of the company’s stock valued at $6,907,000 after purchasing an additional 553 shares during the last quarter. Finally, Strategic Family Wealth Counselors L.L.C. bought a new position in iShares Russell 2000 Value ETF during the third quarter worth $454,000. 74.70% of the stock is owned by institutional investors and hedge funds.

iShares Russell 2000 Value ETF Price Performance

IWN stock opened at $214.97 on Wednesday. iShares Russell 2000 Value ETF has a one year low of $168.75 and a one year high of $227.86. The stock has a market cap of $14.10 billion, a price-to-earnings ratio of 13.79 and a beta of 1.04. The company has a fifty day moving average price of $215.46 and a two-hundred day moving average price of $209.58.

About iShares Russell 2000 Value ETF

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.