Transform Wealth LLC Acquires 70 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Transform Wealth LLC boosted its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,409 shares of the company’s stock after purchasing an additional 70 shares during the period. Transform Wealth LLC’s holdings in iShares Russell 2000 Value ETF were worth $700,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Atlas Brown Inc. grew its stake in iShares Russell 2000 Value ETF by 0.3% in the 1st quarter. Atlas Brown Inc. now owns 20,856 shares of the company’s stock worth $3,312,000 after acquiring an additional 66 shares in the last quarter. Hirtle Callaghan & Co LLC grew its stake in iShares Russell 2000 Value ETF by 1.4% in the 4th quarter. Hirtle Callaghan & Co LLC now owns 5,074 shares of the company’s stock worth $788,000 after acquiring an additional 69 shares in the last quarter. Private Trust Co. NA grew its stake in iShares Russell 2000 Value ETF by 3.1% in the 4th quarter. Private Trust Co. NA now owns 2,989 shares of the company’s stock worth $464,000 after acquiring an additional 89 shares in the last quarter. Wealthcare Advisory Partners LLC grew its stake in iShares Russell 2000 Value ETF by 0.7% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 12,898 shares of the company’s stock worth $2,003,000 after acquiring an additional 93 shares in the last quarter. Finally, JFS Wealth Advisors LLC grew its stake in iShares Russell 2000 Value ETF by 2.9% in the 4th quarter. JFS Wealth Advisors LLC now owns 3,396 shares of the company’s stock worth $528,000 after acquiring an additional 95 shares in the last quarter.

iShares Russell 2000 Value ETF Price Performance

IWN stock traded up $0.95 during mid-day trading on Thursday, reaching $150.86. The company had a trading volume of 799,397 shares, compared to its average volume of 1,244,733. The company has a market capitalization of $11.54 billion, a PE ratio of 10.79 and a beta of 1.17. The firm has a 50 day moving average of $153.06 and a 200 day moving average of $152.42. iShares Russell 2000 Value ETF has a 12 month low of $124.97 and a 12 month high of $159.85.

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.