Windward Private Wealth Management Inc. Trims Stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Windward Private Wealth Management Inc. lessened its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,782 shares of the company’s stock after selling 392 shares during the quarter. iShares Russell 2000 Value ETF makes up 0.7% of Windward Private Wealth Management Inc.’s portfolio, making the stock its 20th largest holding. Windward Private Wealth Management Inc.’s holdings in iShares Russell 2000 Value ETF were worth $1,770,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Diversified Trust Co grew its stake in shares of iShares Russell 2000 Value ETF by 3.0% during the 4th quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock valued at $345,000 after acquiring an additional 61 shares during the period. Barrett & Company Inc. lifted its holdings in iShares Russell 2000 Value ETF by 67.4% during the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock valued at $27,000 after purchasing an additional 64 shares in the last quarter. Asset Dedication LLC boosted its position in shares of iShares Russell 2000 Value ETF by 3.9% in the fourth quarter. Asset Dedication LLC now owns 1,812 shares of the company’s stock worth $297,000 after purchasing an additional 68 shares during the period. Integrated Advisors Network LLC increased its stake in shares of iShares Russell 2000 Value ETF by 1.2% in the third quarter. Integrated Advisors Network LLC now owns 5,714 shares of the company’s stock worth $953,000 after purchasing an additional 70 shares in the last quarter. Finally, Archvest Wealth Advisors Inc. increased its stake in shares of iShares Russell 2000 Value ETF by 1.1% in the fourth quarter. Archvest Wealth Advisors Inc. now owns 7,595 shares of the company’s stock worth $1,247,000 after purchasing an additional 81 shares in the last quarter.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $167.50 on Friday. The stock has a market cap of $12.81 billion, a price-to-earnings ratio of 10.79 and a beta of 1.17. The firm’s fifty day moving average is $167.60 and its 200 day moving average is $167.39. iShares Russell 2000 Value ETF has a fifty-two week low of $145.71 and a fifty-two week high of $183.51.

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.