iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Purchased by Yardley Wealth Management LLC

Yardley Wealth Management LLC boosted its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 133.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,638 shares of the company’s stock after buying an additional 4,363 shares during the quarter. iShares Russell 2000 Value ETF accounts for approximately 0.6% of Yardley Wealth Management LLC’s portfolio, making the stock its 24th largest holding. Yardley Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,256,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Oppenheimer & Co. Inc. grew its holdings in shares of iShares Russell 2000 Value ETF by 63.3% in the 3rd quarter. Oppenheimer & Co. Inc. now owns 11,423 shares of the company’s stock worth $1,906,000 after acquiring an additional 4,429 shares during the period. Royce & Associates LP grew its holdings in iShares Russell 2000 Value ETF by 44.8% in the third quarter. Royce & Associates LP now owns 81,343 shares of the company’s stock valued at $13,570,000 after purchasing an additional 25,153 shares during the last quarter. Vaughan Nelson Investment Management L.P. increased its position in shares of iShares Russell 2000 Value ETF by 1,457.3% in the third quarter. Vaughan Nelson Investment Management L.P. now owns 665,455 shares of the company’s stock valued at $111,012,000 after buying an additional 622,725 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its stake in shares of iShares Russell 2000 Value ETF by 2.3% during the 3rd quarter. Cassaday & Co Wealth Management LLC now owns 593,076 shares of the company’s stock worth $98,937,000 after buying an additional 13,309 shares during the last quarter. Finally, Prospera Financial Services Inc boosted its position in shares of iShares Russell 2000 Value ETF by 7.2% in the 3rd quarter. Prospera Financial Services Inc now owns 8,129 shares of the company’s stock worth $1,356,000 after buying an additional 549 shares in the last quarter.

iShares Russell 2000 Value ETF Trading Up 2.3 %

Shares of NYSEARCA IWN opened at $152.75 on Monday. The stock has a market cap of $11.07 billion, a price-to-earnings ratio of 13.92 and a beta of 1.18. The company’s 50-day moving average price is $163.36 and its 200 day moving average price is $167.03. iShares Russell 2000 Value ETF has a 52 week low of $145.71 and a 52 week high of $183.51.

iShares Russell 2000 Value ETF 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.