Corient Private Wealth LLC Reduces Stock Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Corient Private Wealth LLC lowered its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 8.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 135,211 shares of the company’s stock after selling 12,281 shares during the quarter. Corient Private Wealth LLC owned 0.18% of iShares Russell 2000 Value ETF worth $22,198,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IWN. Prospera Financial Services Inc boosted its holdings in iShares Russell 2000 Value ETF by 7.2% in the third quarter. Prospera Financial Services Inc now owns 8,129 shares of the company’s stock worth $1,356,000 after purchasing an additional 549 shares during the last quarter. BIP Wealth LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 6.6% during the 3rd quarter. BIP Wealth LLC now owns 3,625 shares of the company’s stock worth $605,000 after acquiring an additional 224 shares during the last quarter. Fifth Third Wealth Advisors LLC boosted its stake in shares of iShares Russell 2000 Value ETF by 24.4% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 14,271 shares of the company’s stock worth $2,381,000 after acquiring an additional 2,795 shares during the last quarter. Vance Wealth Inc. boosted its stake in shares of iShares Russell 2000 Value ETF by 9.9% during the 3rd quarter. Vance Wealth Inc. now owns 22,455 shares of the company’s stock worth $3,746,000 after acquiring an additional 2,028 shares during the last quarter. Finally, SouthState Corp boosted its stake in shares of iShares Russell 2000 Value ETF by 13.1% during the 3rd quarter. SouthState Corp now owns 793 shares of the company’s stock worth $132,000 after acquiring an additional 92 shares during the last quarter.

iShares Russell 2000 Value ETF Price Performance

Shares of iShares Russell 2000 Value ETF stock opened at $153.10 on Wednesday. The company’s fifty day simple moving average is $162.92 and its 200-day simple moving average is $166.84. The stock has a market capitalization of $11.09 billion, a PE ratio of 13.92 and a beta of 1.18. iShares Russell 2000 Value ETF has a 1-year low of $145.71 and a 1-year high of $183.51.

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.