Modera Wealth Management LLC Has $24.01 Million Stake in iShares Russell 2000 Value ETF $IWN

Modera Wealth Management LLC lowered its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 135,792 shares of the company’s stock after selling 2,828 shares during the period. Modera Wealth Management LLC owned about 0.20% of iShares Russell 2000 Value ETF worth $24,009,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of IWN. Gladstone Institutional Advisory LLC increased its position in shares of iShares Russell 2000 Value ETF by 1.6% during the third quarter. Gladstone Institutional Advisory LLC now owns 3,761 shares of the company’s stock worth $665,000 after acquiring an additional 61 shares in the last quarter. Magnus Financial Group LLC boosted its holdings in shares of iShares Russell 2000 Value ETF by 1.6% during the third quarter. Magnus Financial Group LLC now owns 4,185 shares of the company’s stock worth $740,000 after acquiring an additional 66 shares during the period. Lionshead Wealth Management LLC grew its position in shares of iShares Russell 2000 Value ETF by 5.6% in the third quarter. Lionshead Wealth Management LLC now owns 1,430 shares of the company’s stock valued at $253,000 after purchasing an additional 76 shares during the last quarter. U.S. Capital Wealth Advisors LLC increased its stake in shares of iShares Russell 2000 Value ETF by 4.4% during the third quarter. U.S. Capital Wealth Advisors LLC now owns 1,803 shares of the company’s stock worth $319,000 after purchasing an additional 76 shares during the period. Finally, Retirement Investment Advisors Inc. boosted its stake in iShares Russell 2000 Value ETF by 1.9% in the 2nd quarter. Retirement Investment Advisors Inc. now owns 4,183 shares of the company’s stock valued at $660,000 after purchasing an additional 80 shares during the period. 74.70% of the stock is currently owned by institutional investors.

iShares Russell 2000 Value ETF Stock Down 1.7%

IWN stock opened at $195.62 on Friday. The business has a 50-day simple moving average of $185.06 and a 200 day simple moving average of $176.69. iShares Russell 2000 Value ETF has a 52 week low of $129.38 and a 52 week high of $200.74. The company has a market cap of $12.67 billion, a PE 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.