LPL Financial LLC Increases Position in iShares Russell 2000 Value ETF $IWN

LPL Financial LLC lifted its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 9.2% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,102,636 shares of the company’s stock after buying an additional 92,462 shares during the period. LPL Financial LLC owned 1.72% of iShares Russell 2000 Value ETF worth $199,809,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the company. Brady Martz Wealth Solutions LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 0.3% during the fourth quarter. Brady Martz Wealth Solutions LLC now owns 17,982 shares of the company’s stock valued at $3,259,000 after buying an additional 53 shares during the period. Stegner Investment Associates Inc. lifted its stake in shares of iShares Russell 2000 Value ETF by 1.5% during the fourth quarter. Stegner Investment Associates Inc. now owns 3,919 shares of the company’s stock valued at $710,000 after buying an additional 57 shares during the period. Carbahal Olsen Financial Services Group LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 1.2% during the fourth quarter. Carbahal Olsen Financial Services Group LLC now owns 5,061 shares of the company’s stock valued at $917,000 after buying an additional 60 shares during the period. Friday Financial lifted its stake in shares of iShares Russell 2000 Value ETF by 2.6% during the fourth quarter. Friday Financial now owns 2,443 shares of the company’s stock valued at $443,000 after buying an additional 61 shares during the period. Finally, MB Levis & Associates LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 0.5% during the fourth quarter. MB Levis & Associates LLC now owns 11,823 shares of the company’s stock valued at $2,142,000 after buying an additional 61 shares during the period. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN opened at $212.17 on Wednesday. The company has a market capitalization of $13.71 billion, a price-to-earnings ratio of 14.35 and a beta of 1.02. The company’s 50 day simple moving average is $205.89 and its 200 day simple moving average is $195.70. iShares Russell 2000 Value ETF has a 1 year low of $152.07 and a 1 year high of $215.70.

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.