Castle Wealth Management LLC Trims Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Castle Wealth Management LLC cut its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,249 shares of the company’s stock after selling 87 shares during the period. Castle Wealth Management LLC’s holdings in iShares Russell 2000 Value ETF were worth $505,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Fidelis Capital Partners LLC bought a new position in shares of iShares Russell 2000 Value ETF during the fourth quarter worth $794,000. Western Wealth Management LLC boosted its position in shares of iShares Russell 2000 Value ETF by 100.2% during the fourth quarter. Western Wealth Management LLC now owns 3,103 shares of the company’s stock worth $482,000 after acquiring an additional 1,553 shares during the last quarter. Goodwin Investment Advisory boosted its position in shares of iShares Russell 2000 Value ETF by 118.7% during the fourth quarter. Goodwin Investment Advisory now owns 6,064 shares of the company’s stock worth $942,000 after acquiring an additional 3,291 shares during the last quarter. Steph & Co. boosted its position in shares of iShares Russell 2000 Value ETF by 7.2% during the fourth quarter. Steph & Co. now owns 2,034 shares of the company’s stock worth $316,000 after acquiring an additional 137 shares during the last quarter. Finally, Independent Family Office LLC boosted its position in shares of iShares Russell 2000 Value ETF by 9.4% during the fourth quarter. Independent Family Office LLC now owns 34,985 shares of the company’s stock worth $5,434,000 after acquiring an additional 3,000 shares during the last quarter.

iShares Russell 2000 Value ETF Trading Up 1.0 %

Shares of NYSEARCA:IWN traded up $1.53 during midday trading on Friday, reaching $147.86. 3,767,105 shares of the company were exchanged, compared to its average volume of 1,356,390. The business’s fifty day moving average is $152.76 and its two-hundred day moving average is $145.98. iShares Russell 2000 Value ETF has a one year low of $124.97 and a one year high of $159.81. The stock has a market cap of $11.66 billion, a PE ratio of 10.81 and a beta of 1.18.

iShares Russell 2000 Value ETF Company 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.