J.W. Cole Advisors Inc. Increases Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

J.W. Cole Advisors Inc. boosted its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 27.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,732 shares of the company’s stock after purchasing an additional 1,032 shares during the period. J.W. Cole Advisors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $735,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the stock. Fidelis Capital Partners LLC purchased a new position in iShares Russell 2000 Value ETF in the 4th quarter worth approximately $794,000. Western Wealth Management LLC grew its position in shares of iShares Russell 2000 Value ETF by 100.2% in the 4th quarter. Western Wealth Management LLC now owns 3,103 shares of the company’s stock worth $482,000 after buying an additional 1,553 shares during the last quarter. Goodwin Investment Advisory grew its position in shares of iShares Russell 2000 Value ETF by 118.7% in the 4th quarter. Goodwin Investment Advisory now owns 6,064 shares of the company’s stock worth $942,000 after buying an additional 3,291 shares during the last quarter. Steph & Co. grew its position in shares of iShares Russell 2000 Value ETF by 7.2% in the 4th quarter. Steph & Co. now owns 2,034 shares of the company’s stock worth $316,000 after buying an additional 137 shares during the last quarter. Finally, Independent Family Office LLC grew its position in shares of iShares Russell 2000 Value ETF by 9.4% in the 4th quarter. Independent Family Office LLC now owns 34,985 shares of the company’s stock worth $5,434,000 after buying an additional 3,000 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN stock opened at $149.51 on Tuesday. The firm has a market cap of $11.79 billion, a P/E ratio of 10.81 and a beta of 1.18. iShares Russell 2000 Value ETF has a fifty-two week low of $124.97 and a fifty-two week high of $159.81. The business’s 50 day moving average price is $152.69 and its 200-day moving average price is $146.32.

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.