Total Wealth Planning LLC Decreases Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Total Wealth Planning LLC lowered its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,549 shares of the company’s stock after selling 100 shares during the period. Total Wealth Planning LLC’s holdings in iShares Russell 2000 Value ETF were worth $396,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the stock. Alexander Randolph Advisory Inc. bought a new stake in iShares Russell 2000 Value ETF in the fourth quarter valued at $242,000. Leeward Investments LLC MA boosted its holdings in iShares Russell 2000 Value ETF by 70.3% in the fourth quarter. Leeward Investments LLC MA now owns 55,486 shares of the company’s stock valued at $8,619,000 after acquiring an additional 22,910 shares in the last quarter. Rodgers & Associates LTD boosted its holdings in iShares Russell 2000 Value ETF by 31.9% in the fourth quarter. Rodgers & Associates LTD now owns 6,091 shares of the company’s stock valued at $946,000 after acquiring an additional 1,474 shares in the last quarter. Bank Julius Baer & Co. Ltd Zurich bought a new stake in iShares Russell 2000 Value ETF in the fourth quarter valued at $548,000. Finally, BIP Wealth LLC boosted its holdings in iShares Russell 2000 Value ETF by 4.0% in the fourth quarter. BIP Wealth LLC now owns 6,881 shares of the company’s stock valued at $1,069,000 after acquiring an additional 262 shares in the last quarter.

iShares Russell 2000 Value ETF Stock Up 0.6 %

Shares of IWN stock traded up $0.96 during mid-day trading on Friday, reaching $151.14. 647,945 shares of the company’s stock traded hands, compared to its average volume of 1,339,202. iShares Russell 2000 Value ETF has a 12 month low of $124.97 and a 12 month high of $159.81. The company has a market cap of $11.74 billion, a P/E ratio of 10.45 and a beta of 1.17. The company’s 50-day moving average price is $152.71 and its 200-day moving average price is $146.72.

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.