EP Wealth Advisors LLC Sells 1,788 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

EP Wealth Advisors LLC cut its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 47,359 shares of the company’s stock after selling 1,788 shares during the period. EP Wealth Advisors LLC owned 0.06% of iShares Russell 2000 Value ETF worth $7,521,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in IWN. Wolverine Asset Management LLC purchased a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter worth $31,000. Clearstead Trust LLC increased its stake in shares of iShares Russell 2000 Value ETF by 75.9% in the first quarter. Clearstead Trust LLC now owns 241 shares of the company’s stock worth $38,000 after purchasing an additional 104 shares in the last quarter. LifeSteps Financial Inc. purchased a new stake in shares of iShares Russell 2000 Value ETF in the first quarter worth $40,000. Blue Trust Inc. increased its stake in shares of iShares Russell 2000 Value ETF by 275.7% in the fourth quarter. Blue Trust Inc. now owns 278 shares of the company’s stock worth $43,000 after purchasing an additional 204 shares in the last quarter. Finally, Tidemark LLC purchased a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter worth $46,000.

iShares Russell 2000 Value ETF Stock Performance

Shares of NYSEARCA IWN traded up $2.85 during midday trading on Friday, reaching $171.41. The stock had a trading volume of 1,398,269 shares, compared to its average volume of 1,240,898. The stock has a 50-day moving average of $155.39 and a 200-day moving average of $153.22. The company has a market capitalization of $13.11 billion, a price-to-earnings ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a 12-month low of $124.97 and a 12-month high of $171.86.

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.