iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Bought by Dakota Wealth Management

Dakota Wealth Management increased its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 175.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,358 shares of the company’s stock after buying an additional 2,140 shares during the quarter. Dakota Wealth Management’s holdings in iShares Russell 2000 Value ETF were worth $551,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in IWN. XML Financial LLC raised its position in shares of iShares Russell 2000 Value ETF by 1.5% during the 4th quarter. XML Financial LLC now owns 32,243 shares of the company’s stock worth $5,293,000 after buying an additional 462 shares in the last quarter. Atomi Financial Group Inc. acquired a new position in shares of iShares Russell 2000 Value ETF during the fourth quarter valued at approximately $207,000. Aspiriant LLC raised its holdings in iShares Russell 2000 Value ETF by 1.9% during the fourth quarter. Aspiriant LLC now owns 85,846 shares of the company’s stock worth $14,093,000 after purchasing an additional 1,564 shares in the last quarter. Pure Financial Advisors LLC lifted its position in iShares Russell 2000 Value ETF by 20.2% in the fourth quarter. Pure Financial Advisors LLC now owns 81,440 shares of the company’s stock worth $13,370,000 after purchasing an additional 13,691 shares during the period. Finally, Hoese & Co LLP bought a new position in iShares Russell 2000 Value ETF during the 4th quarter valued at $26,000.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $168.28 on Friday. The company has a market capitalization of $12.87 billion, a PE ratio of 10.79 and a beta of 1.17. The stock’s fifty day moving average is $170.25 and its 200-day moving average is $167.03. iShares Russell 2000 Value ETF has a one year low of $144.75 and a one 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.