Partners in Financial Planning Invests $208,000 in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Partners in Financial Planning acquired a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 1,269 shares of the company’s stock, valued at approximately $208,000.

Other institutional investors have also added to or reduced their stakes in the company. Financial Perspectives Inc increased its position in shares of iShares Russell 2000 Value ETF by 18.1% during the fourth quarter. Financial Perspectives Inc now owns 391 shares of the company’s stock valued at $64,000 after buying an additional 60 shares during the period. Diversified Trust Co lifted its stake in iShares Russell 2000 Value ETF by 3.0% in the 4th quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock worth $345,000 after purchasing an additional 61 shares in the last quarter. O Shaughnessy Asset Management LLC boosted its holdings in iShares Russell 2000 Value ETF by 1.9% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 3,598 shares of the company’s stock valued at $591,000 after purchasing an additional 67 shares during the period. Asset Dedication LLC grew its position 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 valued at $297,000 after purchasing an additional 68 shares in the last quarter. Finally, Creative Financial Designs Inc. ADV increased its holdings in shares of iShares Russell 2000 Value ETF by 13.8% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 659 shares of the company’s stock worth $108,000 after purchasing an additional 80 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN stock opened at $151.22 on Monday. iShares Russell 2000 Value ETF has a 52-week low of $145.71 and a 52-week high of $183.51. The business’s fifty day moving average is $161.39 and its 200 day moving average is $166.43. The company has a market capitalization of $11.05 billion, a PE ratio of 13.99 and a beta of 1.18.

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.