Sage Financial Group Inc. lessened its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,001 shares of the company’s stock after selling 68 shares during the quarter. Sage Financial Group Inc.’s holdings in iShares Russell 2000 Value ETF were worth $493,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Diversified Investment Strategies LLC raised its holdings in iShares Russell 2000 Value ETF by 52.3% in the 4th quarter. Diversified Investment Strategies LLC now owns 4,166 shares of the company’s stock worth $684,000 after purchasing an additional 1,430 shares during the period. Nvest Financial LLC increased its position in shares of iShares Russell 2000 Value ETF by 12.0% in the fourth quarter. Nvest Financial LLC now owns 2,018 shares of the company’s stock valued at $331,000 after buying an additional 216 shares in the last quarter. Asset Dedication LLC raised its stake in shares of iShares Russell 2000 Value ETF by 3.9% during the 4th quarter. Asset Dedication LLC now owns 1,812 shares of the company’s stock worth $297,000 after buying an additional 68 shares during the period. Falcon Wealth Planning raised its stake in shares of iShares Russell 2000 Value ETF by 7.6% during the 4th quarter. Falcon Wealth Planning now owns 15,645 shares of the company’s stock worth $2,568,000 after buying an additional 1,105 shares during the period. Finally, FSC Wealth Advisors LLC lifted its position in shares of iShares Russell 2000 Value ETF by 32.2% during the 4th quarter. FSC Wealth Advisors LLC now owns 997 shares of the company’s stock valued at $164,000 after buying an additional 243 shares in the last quarter.
iShares Russell 2000 Value ETF Stock Performance
Shares of NYSEARCA IWN opened at $167.28 on Thursday. The firm has a fifty day moving average of $170.07 and a 200 day moving average of $167.37. The firm has a market cap of $12.80 billion, a PE ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a one year low of $144.75 and a one year high of $183.51.
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.
Recommended Stories
- Five stocks we like better than iShares Russell 2000 Value ETF
- Breakout Stocks: What They Are and How to Identify Them
- ASML: Strengths and Upside Remain Despite DeepSeek Worries
- How Investors Can Find the Best Cheap Dividend Stocks
- Royal Caribbean Soars, But Smooth Sailing Isn’t Guaranteed
- What Are Growth Stocks and Investing in Them
- Kimberly-Clark: A Regal Opportunity in This Dividend King
Receive News & Ratings for iShares Russell 2000 Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.