Mission Wealth Management LP Takes $209,000 Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Mission Wealth Management LP acquired a new position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,348 shares of the company’s stock, valued at approximately $209,000.

Several other large investors have also modified their holdings of the company. Stonebridge Financial Planning Group LLC acquired a new position in shares of iShares Russell 2000 Value ETF during the 4th quarter worth about $388,000. Penobscot Investment Management Company Inc. lifted its holdings in shares of iShares Russell 2000 Value ETF by 33.8% during the fourth quarter. Penobscot Investment Management Company Inc. now owns 8,252 shares of the company’s stock worth $1,282,000 after buying an additional 2,083 shares during the last quarter. Duff & Phelps Investment Management Co. grew its stake in shares of iShares Russell 2000 Value ETF by 0.8% in the fourth quarter. Duff & Phelps Investment Management Co. now owns 143,990 shares of the company’s stock worth $22,366,000 after acquiring an additional 1,200 shares during the last quarter. Kestra Private Wealth Services LLC increased its position in iShares Russell 2000 Value ETF by 70.4% during the fourth quarter. Kestra Private Wealth Services LLC now owns 66,370 shares of the company’s stock worth $10,309,000 after acquiring an additional 27,425 shares during the period. Finally, Steele Capital Management Inc. acquired a new position in iShares Russell 2000 Value ETF during the 4th quarter valued at $299,000.

iShares Russell 2000 Value ETF Price Performance

Shares of iShares Russell 2000 Value ETF stock opened at $154.21 on Friday. The firm has a fifty day moving average price of $152.77 and a two-hundred day moving average price of $147.28. iShares Russell 2000 Value ETF has a fifty-two week low of $124.97 and a fifty-two week high of $159.81. The company has a market cap of $11.98 billion, a PE ratio of 10.45 and a beta of 1.17.

About iShares Russell 2000 Value ETF

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.