Concentric Wealth Management LLC Has $5.64 Million Stake in iShares Russell 2000 Value ETF (IWN)

Concentric Wealth Management LLC decreased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,390 shares of the company’s stock after selling 1,420 shares during the period. iShares Russell 2000 Value ETF accounts for approximately 4.0% of Concentric Wealth Management LLC’s holdings, making the stock its 2nd largest position. Concentric Wealth Management LLC owned approximately 0.05% of iShares Russell 2000 Value ETF worth $5,638,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the stock. TIAA FSB grew its holdings in iShares Russell 2000 Value ETF by 2.6% during the third quarter. TIAA FSB now owns 5,311,051 shares of the company’s stock worth $706,370,000 after purchasing an additional 135,720 shares during the period. Bank of America Corp DE grew its holdings in iShares Russell 2000 Value ETF by 2.4% during the second quarter. Bank of America Corp DE now owns 3,604,415 shares of the company’s stock worth $475,494,000 after purchasing an additional 86,053 shares during the period. Morgan Stanley grew its holdings in iShares Russell 2000 Value ETF by 3.8% during the second quarter. Morgan Stanley now owns 3,141,560 shares of the company’s stock worth $414,435,000 after purchasing an additional 115,124 shares during the period. Jones Financial Companies Lllp grew its holdings in iShares Russell 2000 Value ETF by 7.7% during the third quarter. Jones Financial Companies Lllp now owns 2,400,009 shares of the company’s stock worth $319,202,000 after purchasing an additional 172,432 shares during the period. Finally, Wells Fargo & Company MN grew its holdings in iShares Russell 2000 Value ETF by 16.5% during the third quarter. Wells Fargo & Company MN now owns 1,726,862 shares of the company’s stock worth $229,673,000 after purchasing an additional 243,950 shares during the period.

iShares Russell 2000 Value ETF stock opened at $123.06 on Monday. iShares Russell 2000 Value ETF has a 52 week low of $116.72 and a 52 week high of $137.85.

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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.

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Institutional Ownership by Quarter for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

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