iShares Russell 2000 Value ETF (NYSEARCA:IWN) Position Lessened by Prosperity Planning Inc.

Prosperity Planning Inc. lowered its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 10.2% in the fourth quarter, HoldingsChannel reports. The firm owned 19,869 shares of the company’s stock after selling 2,255 shares during the quarter. iShares Russell 2000 Value ETF makes up approximately 1.0% of Prosperity Planning Inc.’s holdings, making the stock its 24th largest holding. Prosperity Planning Inc.’s holdings in iShares Russell 2000 Value ETF were worth $3,262,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Diversified Trust Co grew its holdings in iShares Russell 2000 Value ETF by 3.0% in the 4th quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock worth $345,000 after buying an additional 61 shares in the last quarter. Barrett & Company Inc. increased its holdings in shares of iShares Russell 2000 Value ETF by 67.4% during the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock valued at $27,000 after purchasing an additional 64 shares during the period. Integrated Advisors Network LLC lifted its holdings in iShares Russell 2000 Value ETF by 1.2% in the third quarter. Integrated Advisors Network LLC now owns 5,714 shares of the company’s stock worth $953,000 after purchasing an additional 70 shares during the period. Anchor Investment Management LLC increased its stake in iShares Russell 2000 Value ETF by 6.3% during the 2nd quarter. Anchor Investment Management LLC now owns 1,234 shares of the company’s stock valued at $188,000 after buying an additional 73 shares during the period. Finally, Transform Wealth LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 1.7% in the 3rd quarter. Transform Wealth LLC now owns 4,516 shares of the company’s stock worth $753,000 after acquiring an additional 77 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN stock opened at $166.95 on Tuesday. The business’s fifty day moving average is $171.06 and its 200-day moving average is $166.65. iShares Russell 2000 Value ETF has a 1 year low of $144.75 and a 1 year high of $183.51. The stock has a market cap of $12.77 billion, a PE ratio of 10.79 and a beta of 1.17.

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.