Rothschild Capital Partners LLC Makes New $1.64 Million Investment in iShares Russell 2000 Value ETF $IWN

Rothschild Capital Partners LLC purchased a new stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 7,395 shares of the company’s stock, valued at approximately $1,636,000.

Other institutional investors also recently modified their holdings of the company. Money Concepts Capital Corp bought a new stake in shares of iShares Russell 2000 Value ETF in the 1st quarter valued at about $1,020,000. First Horizon Corp increased its stake in iShares Russell 2000 Value ETF by 6.9% in the first quarter. First Horizon Corp now owns 58,451 shares of the company’s stock valued at $11,082,000 after purchasing an additional 3,773 shares in the last quarter. Strategic Wealth Advisors LLC bought a new stake in iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $469,000. Summit Wealth Group LLC Co. acquired a new stake in iShares Russell 2000 Value ETF in the fourth quarter worth $519,000. Finally, River Road Asset Management LLC acquired a new stake in iShares Russell 2000 Value ETF in the fourth quarter worth $1,280,000. Institutional investors and hedge funds own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Price Performance

Shares of NYSEARCA IWN opened at $223.14 on Monday. iShares Russell 2000 Value ETF has a twelve month low of $168.75 and a twelve month high of $227.86. The stock has a market cap of $14.43 billion, a price-to-earnings ratio of 14.35 and a beta of 1.02. The company’s fifty day moving average is $222.58 and its 200-day moving average is $209.46.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.