Corient Private Wealth LLC Lowers Stock Position in iShares Russell 2000 Value ETF $IWN

Corient Private Wealth LLC lessened its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 5.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 138,377 shares of the company’s stock after selling 8,236 shares during the period. Corient Private Wealth LLC’s holdings in iShares Russell 2000 Value ETF were worth $25,103,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IWN. Brady Martz Wealth Solutions LLC increased its stake in shares of iShares Russell 2000 Value ETF by 0.3% during the fourth quarter. Brady Martz Wealth Solutions LLC now owns 17,982 shares of the company’s stock valued at $3,259,000 after purchasing an additional 53 shares in the last quarter. Eight 31 Financial LLC raised its position in iShares Russell 2000 Value ETF by 3.5% in the 4th quarter. Eight 31 Financial LLC now owns 1,667 shares of the company’s stock worth $302,000 after buying an additional 56 shares during the last quarter. Stegner Investment Associates Inc. lifted its position in iShares Russell 2000 Value ETF by 1.5% during the fourth quarter. Stegner Investment Associates Inc. now owns 3,919 shares of the company’s stock valued at $710,000 after purchasing an additional 57 shares during the period. Carbahal Olsen Financial Services Group LLC lifted its holdings in shares of iShares Russell 2000 Value ETF by 1.2% during the 4th quarter. Carbahal Olsen Financial Services Group LLC now owns 5,061 shares of the company’s stock valued at $917,000 after buying an additional 60 shares during the period. Finally, Friday Financial lifted its holdings in iShares Russell 2000 Value ETF by 2.6% in the fourth quarter. Friday Financial now owns 2,443 shares of the company’s stock valued at $443,000 after acquiring an additional 61 shares during the period. 74.70% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Trading Up 0.5%

IWN opened at $217.99 on Tuesday. The company’s 50 day moving average is $210.08 and its 200 day moving average is $198.09. The company has a market cap of $14.08 billion, a price-to-earnings ratio of 14.35 and a beta of 1.02. iShares Russell 2000 Value ETF has a 12-month low of $152.07 and a 12-month high of $220.35.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.