Hillcrest Wealth Advisors NY LLC Has $11.94 Million Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Hillcrest Wealth Advisors NY LLC lifted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,705 shares of the company’s stock after purchasing an additional 275 shares during the quarter. iShares Russell 2000 Value ETF accounts for approximately 5.7% of Hillcrest Wealth Advisors NY LLC’s investment portfolio, making the stock its 5th biggest holding. Hillcrest Wealth Advisors NY LLC owned 0.10% of iShares Russell 2000 Value ETF worth $11,936,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Diversified Trust Co increased its position in shares of iShares Russell 2000 Value ETF by 3.0% during the 4th quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock worth $345,000 after purchasing an additional 61 shares during the last quarter. Barrett & Company Inc. increased its holdings in iShares Russell 2000 Value ETF by 67.4% during the third quarter. Barrett & Company Inc. now owns 159 shares of the company’s stock worth $27,000 after buying an additional 64 shares during the last quarter. Integrated Advisors Network LLC raised its position in iShares Russell 2000 Value ETF by 1.2% during the third quarter. Integrated Advisors Network LLC now owns 5,714 shares of the company’s stock worth $953,000 after acquiring an additional 70 shares in the last quarter. Anchor Investment Management LLC lifted its stake in iShares Russell 2000 Value ETF by 6.3% in the second quarter. Anchor Investment Management LLC now owns 1,234 shares of the company’s stock valued at $188,000 after acquiring an additional 73 shares during the last quarter. Finally, Transform Wealth LLC grew its position in shares of iShares Russell 2000 Value ETF by 1.7% in the 3rd quarter. Transform Wealth LLC now owns 4,516 shares of the company’s stock valued at $753,000 after acquiring an additional 77 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN stock opened at $168.28 on Friday. iShares Russell 2000 Value ETF has a 52-week low of $144.75 and a 52-week high of $183.51. The stock has a market cap of $12.87 billion, a price-to-earnings ratio of 10.79 and a beta of 1.17. The firm’s 50-day moving average is $170.33 and its 200-day moving average is $166.91.

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.