Financial Synergies Wealth Advisors Inc. Buys 141 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Financial Synergies Wealth Advisors Inc. raised its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,104 shares of the company’s stock after acquiring an additional 141 shares during the quarter. iShares Russell 2000 Value ETF makes up 0.6% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its 25th biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $4,450,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bleakley Financial Group LLC raised its stake in iShares Russell 2000 Value ETF by 32.8% in the 4th quarter. Bleakley Financial Group LLC now owns 2,399 shares of the company’s stock valued at $394,000 after acquiring an additional 592 shares during the period. Robertson Stephens Wealth Management LLC grew its stake in iShares Russell 2000 Value ETF by 22.6% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 1,945 shares of the company’s stock valued at $319,000 after acquiring an additional 359 shares in the last quarter. Choreo LLC increased its holdings in iShares Russell 2000 Value ETF by 3.0% during the 4th quarter. Choreo LLC now owns 235,553 shares of the company’s stock worth $38,665,000 after acquiring an additional 6,961 shares during the period. Stratos Wealth Partners LTD. lifted its stake in iShares Russell 2000 Value ETF by 8.3% in the 4th quarter. Stratos Wealth Partners LTD. now owns 8,192 shares of the company’s stock worth $1,345,000 after purchasing an additional 625 shares in the last quarter. Finally, E&G Advisors LP boosted its holdings in iShares Russell 2000 Value ETF by 6.7% in the 4th quarter. E&G Advisors LP now owns 5,585 shares of the company’s stock valued at $917,000 after purchasing an additional 350 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

iShares Russell 2000 Value ETF stock opened at $169.06 on Friday. iShares Russell 2000 Value ETF has a fifty-two week low of $145.63 and a fifty-two week high of $183.51. The stock has a market cap of $12.93 billion, a P/E ratio of 10.79 and a beta of 1.17. The firm’s fifty day moving average price is $168.82 and its 200-day moving average price is $167.42.

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.