iShares Russell 2000 Value ETF $IWN Stock Purchased by Leeward Investments LLC MA

Leeward Investments LLC MA boosted its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 29.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,047 shares of the company’s stock after buying an additional 16,853 shares during the period. Leeward Investments LLC MA owned about 0.12% of iShares Russell 2000 Value ETF worth $15,719,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Magnus Financial Group LLC lifted its holdings in shares of iShares Russell 2000 Value ETF by 1.4% during the 3rd quarter. Magnus Financial Group LLC now owns 3,525 shares of the company’s stock worth $738,000 after acquiring an additional 50 shares during the period. Diversified Management Inc. boosted its position in shares of iShares Russell 2000 Value ETF by 3.8% during the 3rd quarter. Diversified Management Inc. now owns 1,464 shares of the company’s stock valued at $307,000 after acquiring an additional 54 shares in the last quarter. Valmark Advisers Inc. boosted its position in shares of iShares Russell 2000 Value ETF by 2.3% during the 1st quarter. Valmark Advisers Inc. now owns 2,424 shares of the company’s stock valued at $460,000 after acquiring an additional 55 shares in the last quarter. Cedar Mountain Advisors LLC increased its stake in iShares Russell 2000 Value ETF by 17.9% in the first quarter. Cedar Mountain Advisors LLC now owns 369 shares of the company’s stock valued at $70,000 after acquiring an additional 56 shares during the period. Finally, MCF Advisors LLC increased its stake in iShares Russell 2000 Value ETF by 39.9% in the second quarter. MCF Advisors LLC now owns 228 shares of the company’s stock valued at $50,000 after acquiring an additional 65 shares during the period. Institutional investors and hedge funds own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Price Performance

NYSEARCA IWN opened at $213.00 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 $13.87 billion, a P/E ratio of 14.35 and a beta of 1.04. The company’s 50-day simple moving average is $216.83 and its 200 day simple moving average is $215.51.

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.