Marotta Asset Management Has $318,000 Stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Marotta Asset Management reduced its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 5.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,941 shares of the company’s stock after selling 105 shares during the period. Marotta Asset Management’s holdings in iShares Russell 2000 Value ETF were worth $318,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IWN. Mitchell Sinkler & Starr PA bought a new position in iShares Russell 2000 Value ETF in the 2nd quarter valued at about $25,000. Barrett & Company Inc. raised its stake in iShares Russell 2000 Value ETF by 67.4% in the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock valued at $27,000 after purchasing an additional 64 shares in the last quarter. Loomis Sayles & Co. L P bought a new position in iShares Russell 2000 Value ETF in the 3rd quarter valued at approximately $29,000. Richardson Financial Services Inc. boosted its stake in shares of iShares Russell 2000 Value ETF by 100.0% during the third quarter. Richardson Financial Services Inc. now owns 190 shares of the company’s stock valued at $30,000 after purchasing an additional 95 shares in the last quarter. Finally, Optimum Investment Advisors grew its stake in shares of iShares Russell 2000 Value ETF by 375.0% in the third quarter. Optimum Investment Advisors now owns 190 shares of the company’s stock worth $32,000 after purchasing an additional 150 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Down 1.9 %

Shares of NYSEARCA IWN traded down $3.06 during trading on Friday, reaching $160.53. The company had a trading volume of 110,061 shares, compared to its average volume of 563,870. The company’s fifty day moving average price is $172.01 and its 200-day moving average price is $165.89. The stock has a market cap of $12.28 billion, a P/E ratio of 10.79 and a beta of 1.17. iShares Russell 2000 Value ETF has a 12 month low of $144.20 and a 12 month 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.