iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Purchased by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC grew its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 21.8% in the second quarter, according to its most recent filing with the SEC. The firm owned 14,349 shares of the company’s stock after acquiring an additional 2,564 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in iShares Russell 2000 Value ETF were worth $2,185,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in IWN. TIAA Trust National Association lifted its holdings in iShares Russell 2000 Value ETF by 1.9% in the second quarter. TIAA Trust National Association now owns 2,634,629 shares of the company’s stock worth $398,785,000 after purchasing an additional 49,241 shares during the period. Jones Financial Companies Lllp raised its position in shares of iShares Russell 2000 Value ETF by 4.2% during the 4th quarter. Jones Financial Companies Lllp now owns 2,266,973 shares of the company’s stock worth $352,129,000 after buying an additional 91,132 shares in the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of iShares Russell 2000 Value ETF by 0.4% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,955,890 shares of the company’s stock worth $297,882,000 after acquiring an additional 7,359 shares during the period. D.A. Davidson & CO. boosted its holdings in shares of iShares Russell 2000 Value ETF by 1.7% in the second quarter. D.A. Davidson & CO. now owns 1,034,129 shares of the company’s stock valued at $157,498,000 after acquiring an additional 17,193 shares in the last quarter. Finally, Strategic Financial Concepts LLC increased its stake in shares of iShares Russell 2000 Value ETF by 18,036.2% during the second quarter. Strategic Financial Concepts LLC now owns 833,540 shares of the company’s stock valued at $1,269,000 after acquiring an additional 828,944 shares during the period.

iShares Russell 2000 Value ETF Price Performance

Shares of NYSEARCA:IWN opened at $167.93 on Monday. The stock’s 50 day moving average price is $163.81 and its 200 day moving average price is $156.94. The stock has a market cap of $12.85 billion, a price-to-earnings ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a 12 month low of $124.97 and a 12 month high of $174.83.

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.