Assetmark Inc. Trims Position in iShares Russell 2000 Value ETF $IWN

Assetmark Inc. lowered its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 35.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,924 shares of the company’s stock after selling 9,224 shares during the quarter. Assetmark Inc.’s holdings in iShares Russell 2000 Value ETF were worth $3,209,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Operose Advisors LLC raised its holdings in iShares Russell 2000 Value ETF by 2,071.4% in the 4th quarter. Operose Advisors LLC now owns 152 shares of the company’s stock valued at $28,000 after acquiring an additional 145 shares during the last quarter. Strive Financial Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth $31,000. Nalls Sherbakoff Group LLC acquired a new stake in shares of iShares Russell 2000 Value ETF during the fourth quarter worth $35,000. Bogart Wealth LLC grew its position in shares of iShares Russell 2000 Value ETF by 219.3% in the first quarter. Bogart Wealth LLC now owns 182 shares of the company’s stock valued at $35,000 after purchasing an additional 125 shares during the period. Finally, Eagle Bay Advisors LLC purchased a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at $37,000. 74.70% of the stock is owned by hedge funds and other institutional investors.

iShares Russell 2000 Value ETF Trading Down 0.4%

iShares Russell 2000 Value ETF stock opened at $222.05 on Thursday. The firm has a market capitalization of $14.42 billion, a P/E ratio of 14.35 and a beta of 1.01. The stock has a fifty day moving average price of $216.29 and a 200 day moving average price of $203.69. iShares Russell 2000 Value ETF has a 52 week low of $155.54 and a 52 week high of $224.42.

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