Shakespeare Wealth Management LLC Decreases Stock Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Shakespeare Wealth Management LLC lessened its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,425 shares of the company’s stock after selling 125 shares during the period. Shakespeare Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,547,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Stifel Financial Corp boosted its position in iShares Russell 2000 Value ETF by 4.0% during the third quarter. Stifel Financial Corp now owns 51,863 shares of the company’s stock worth $8,654,000 after purchasing an additional 2,005 shares during the period. EP Wealth Advisors LLC boosted its holdings in iShares Russell 2000 Value ETF by 25.0% in the 3rd quarter. EP Wealth Advisors LLC now owns 67,383 shares of the company’s stock worth $11,241,000 after buying an additional 13,491 shares during the period. National Bank of Canada FI raised its holdings in iShares Russell 2000 Value ETF by 4.6% during the 3rd quarter. National Bank of Canada FI now owns 2,045 shares of the company’s stock valued at $341,000 after acquiring an additional 90 shares during the period. MML Investors Services LLC lifted its position in shares of iShares Russell 2000 Value ETF by 8.5% during the third quarter. MML Investors Services LLC now owns 29,351 shares of the company’s stock worth $4,896,000 after acquiring an additional 2,293 shares in the last quarter. Finally, M&T Bank Corp boosted its holdings in shares of iShares Russell 2000 Value ETF by 20.6% in the third quarter. M&T Bank Corp now owns 1,154,299 shares of the company’s stock worth $192,560,000 after acquiring an additional 196,988 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN opened at $137.10 on Monday. The stock has a market capitalization of $10.02 billion, a price-to-earnings ratio of 13.99 and a beta of 1.18. iShares Russell 2000 Value ETF has a 52-week low of $133.66 and a 52-week high of $183.51. The stock’s 50-day simple moving average is $159.28 and its 200 day simple moving average is $165.79.

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.