Roger Wittlin Investment Advisory LLC Acquires 2,239 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Roger Wittlin Investment Advisory LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 94.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,598 shares of the company’s stock after acquiring an additional 2,239 shares during the quarter. iShares Russell 2000 Value ETF comprises 0.4% of Roger Wittlin Investment Advisory LLC’s holdings, making the stock its 27th largest holding. Roger Wittlin Investment Advisory LLC’s holdings in iShares Russell 2000 Value ETF were worth $755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Brooklyn FI LLC grew its stake in iShares Russell 2000 Value ETF by 6,229.0% during the fourth quarter. Brooklyn FI LLC now owns 2,052,063 shares of the company’s stock worth $350,211,000 after purchasing an additional 2,019,640 shares during the period. Strategic Financial Concepts LLC increased its stake in shares of iShares Russell 2000 Value ETF by 16,463.4% in the 4th quarter. Strategic Financial Concepts LLC now owns 800,673 shares of the company’s stock valued at $131,446,000 after acquiring an additional 795,839 shares in the last quarter. Raymond James Financial Inc. acquired a new position in shares of iShares Russell 2000 Value ETF during the 4th quarter valued at $97,519,000. Victory Capital Management Inc. boosted its stake in iShares Russell 2000 Value ETF by 69.0% during the fourth quarter. Victory Capital Management Inc. now owns 537,775 shares of the company’s stock worth $88,287,000 after acquiring an additional 219,475 shares in the last quarter. Finally, M&T Bank Corp grew its holdings in iShares Russell 2000 Value ETF by 20.6% in the third quarter. M&T Bank Corp now owns 1,154,299 shares of the company’s stock worth $192,560,000 after purchasing an additional 196,988 shares during the period.

iShares Russell 2000 Value ETF Trading Up 1.3 %

Shares of NYSEARCA IWN opened at $152.94 on Thursday. The firm has a market capitalization of $11.18 billion, a P/E ratio of 13.99 and a beta of 1.18. The firm’s 50-day moving average price is $160.40 and its 200-day moving average price is $166.17. iShares Russell 2000 Value ETF has a 1-year low of $145.71 and a 1-year 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.