Triad Wealth Partners LLC Buys New Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Triad Wealth Partners LLC purchased a new position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 2,515 shares of the company’s stock, valued at approximately $413,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Financial Perspectives Inc boosted its stake in shares of iShares Russell 2000 Value ETF by 18.1% in the fourth quarter. Financial Perspectives Inc now owns 391 shares of the company’s stock valued at $64,000 after purchasing an additional 60 shares during the period. Diversified Trust Co lifted its holdings in iShares Russell 2000 Value ETF by 3.0% in the 4th quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock worth $345,000 after buying an additional 61 shares in the last quarter. Asset Dedication LLC grew its stake in shares of iShares Russell 2000 Value ETF by 3.9% during the fourth quarter. Asset Dedication LLC now owns 1,812 shares of the company’s stock valued at $297,000 after acquiring an additional 68 shares in the last quarter. Archvest Wealth Advisors Inc. increased its position in shares of iShares Russell 2000 Value ETF by 1.1% during the fourth quarter. Archvest Wealth Advisors Inc. now owns 7,595 shares of the company’s stock worth $1,247,000 after acquiring an additional 81 shares during the last quarter. Finally, Retirement Income Solutions Inc increased its position in shares of iShares Russell 2000 Value ETF by 4.7% during the fourth quarter. Retirement Income Solutions Inc now owns 1,790 shares of the company’s stock worth $294,000 after acquiring an additional 81 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Down 1.5 %

IWN stock opened at $155.40 on Wednesday. The stock’s 50 day moving average is $165.26 and its two-hundred day moving average is $167.69. iShares Russell 2000 Value ETF has a 52-week low of $145.71 and a 52-week high of $183.51. The company has a market capitalization of $11.42 billion, a PE ratio of 14.54 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.