EP Wealth Advisors LLC Acquires 6,533 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

EP Wealth Advisors LLC lifted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 13.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 53,892 shares of the company’s stock after purchasing an additional 6,533 shares during the quarter. EP Wealth Advisors LLC owned about 0.07% of iShares Russell 2000 Value ETF worth $8,208,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Atlas Brown Inc. boosted its holdings in iShares Russell 2000 Value ETF by 0.3% during the first quarter. Atlas Brown Inc. now owns 20,856 shares of the company’s stock worth $3,312,000 after purchasing an additional 66 shares during the last quarter. Hirtle Callaghan & Co LLC grew its holdings in shares of iShares Russell 2000 Value ETF by 1.4% in the 4th quarter. Hirtle Callaghan & Co LLC now owns 5,074 shares of the company’s stock valued at $788,000 after acquiring an additional 69 shares in the last quarter. TCTC Holdings LLC increased its position in shares of iShares Russell 2000 Value ETF by 4.6% in the first quarter. TCTC Holdings LLC now owns 1,574 shares of the company’s stock valued at $250,000 after acquiring an additional 69 shares during the last quarter. Transform Wealth LLC raised its holdings in iShares Russell 2000 Value ETF by 1.6% during the first quarter. Transform Wealth LLC now owns 4,409 shares of the company’s stock worth $700,000 after acquiring an additional 70 shares in the last quarter. Finally, Concourse Financial Group Securities Inc. boosted its position in iShares Russell 2000 Value ETF by 5.6% during the second quarter. Concourse Financial Group Securities Inc. now owns 1,374 shares of the company’s stock valued at $209,000 after purchasing an additional 73 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Up 0.3 %

Shares of iShares Russell 2000 Value ETF stock opened at $166.82 on Tuesday. The stock has a market cap of $12.76 billion, a P/E 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. The business’s 50 day moving average is $163.80 and its 200-day moving average is $157.48.

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.