Cassaday & Co Wealth Management LLC Boosts Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Cassaday & Co Wealth Management LLC lifted its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 593,076 shares of the company’s stock after buying an additional 13,309 shares during the period. iShares Russell 2000 Value ETF comprises 2.8% of Cassaday & Co Wealth Management LLC’s portfolio, making the stock its 9th biggest holding. Cassaday & Co Wealth Management LLC owned approximately 0.78% of iShares Russell 2000 Value ETF worth $98,937,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Strategic Financial Concepts LLC increased its holdings in iShares Russell 2000 Value ETF by 18,036.2% in the 2nd quarter. Strategic Financial Concepts LLC now owns 833,540 shares of the company’s stock valued at $1,269,000 after buying an additional 828,944 shares during the period. Vaughan Nelson Investment Management L.P. increased its stake in iShares Russell 2000 Value ETF by 1,457.3% in the third quarter. Vaughan Nelson Investment Management L.P. now owns 665,455 shares of the company’s stock valued at $111,012,000 after acquiring an additional 622,725 shares during the period. Alaska Permanent Fund Corp raised its position in iShares Russell 2000 Value ETF by 66.4% in the third quarter. Alaska Permanent Fund Corp now owns 1,414,873 shares of the company’s stock worth $236,029,000 after purchasing an additional 564,826 shares in the last quarter. The Manufacturers Life Insurance Company acquired a new position in iShares Russell 2000 Value ETF in the second quarter worth about $70,720,000. Finally, Bailard Inc. lifted its stake in iShares Russell 2000 Value ETF by 789.1% during the third quarter. Bailard Inc. now owns 506,937 shares of the company’s stock worth $84,567,000 after purchasing an additional 449,917 shares during the period.

iShares Russell 2000 Value ETF Trading Down 1.0 %

IWN stock opened at $172.52 on Monday. iShares Russell 2000 Value ETF has a 1-year low of $135.83 and a 1-year high of $181.50. The business’s 50 day moving average is $167.38 and its 200-day moving average is $161.29. The firm has a market cap of $13.20 billion, a P/E ratio of 10.79 and a beta of 1.17.

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.