Yardley Wealth Management LLC Grows Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Yardley Wealth Management LLC lifted its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 133.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,638 shares of the company’s stock after buying an additional 4,363 shares during the quarter. iShares Russell 2000 Value ETF makes up 0.6% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 24th largest position. Yardley Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,256,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Crews Bank & Trust purchased a new position in iShares Russell 2000 Value ETF during the fourth quarter worth about $25,000. FPC Investment Advisory Inc. purchased a new position in shares of iShares Russell 2000 Value ETF during the 4th quarter worth about $25,000. Hoese & Co LLP acquired a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter worth approximately $26,000. Financial Life Planners purchased a new stake in iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $26,000. Finally, Loomis Sayles & Co. L P acquired a new position in iShares Russell 2000 Value ETF during the third quarter worth approximately $29,000.

iShares Russell 2000 Value ETF Stock Up 2.3 %

NYSEARCA:IWN opened at $152.75 on Monday. iShares Russell 2000 Value ETF has a fifty-two week low of $145.71 and a fifty-two week high of $183.51. The firm’s 50 day moving average is $163.36 and its two-hundred day moving average is $167.03. The company has a market cap of $11.07 billion, a P/E ratio of 13.92 and a beta of 1.18.

About iShares Russell 2000 Value ETF

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.