Asset Dedication LLC Raises Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Asset Dedication LLC raised its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,812 shares of the company’s stock after purchasing an additional 68 shares during the period. Asset Dedication LLC’s holdings in iShares Russell 2000 Value ETF were worth $297,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Creative Planning boosted its position in shares of iShares Russell 2000 Value ETF by 3.1% in the 2nd quarter. Creative Planning now owns 85,217 shares of the company’s stock worth $12,979,000 after purchasing an additional 2,543 shares in the last quarter. New Century Financial Group LLC acquired a new stake in iShares Russell 2000 Value ETF in the second quarter worth about $287,000. Creekside Partners acquired a new stake in iShares Russell 2000 Value ETF in the second quarter worth about $413,000. Sanctuary Advisors LLC purchased a new stake in shares of iShares Russell 2000 Value ETF during the second quarter worth about $5,093,000. Finally, Clifford Capital Partners LLC acquired a new position in shares of iShares Russell 2000 Value ETF during the second quarter valued at about $4,752,000.

iShares Russell 2000 Value ETF Stock Down 0.4 %

IWN stock opened at $167.28 on Thursday. The stock has a market capitalization of $12.80 billion, a PE ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a 52 week low of $144.75 and a 52 week high of $183.51. The firm has a 50 day moving average of $170.07 and a 200 day moving average of $167.37.

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.