Whitegate Investment Counselors Inc. Has $4.33 Million Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Whitegate Investment Counselors Inc. lessened its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,846 shares of the company’s stock after selling 396 shares during the period. iShares Russell 2000 Value ETF comprises about 1.3% of Whitegate Investment Counselors Inc.’s portfolio, making the stock its 22nd largest holding. Whitegate Investment Counselors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $4,325,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. TIAA Trust National Association acquired a new position in iShares Russell 2000 Value ETF during the third quarter worth approximately $337,567,000. Commonwealth Equity Services LLC raised its stake in iShares Russell 2000 Value ETF by 2.8% in the 4th quarter. Commonwealth Equity Services LLC now owns 1,208,666 shares of the company’s stock valued at $187,742,000 after acquiring an additional 32,615 shares during the period. D.A. Davidson & CO. lifted its holdings in iShares Russell 2000 Value ETF by 1.7% during the 3rd quarter. D.A. Davidson & CO. now owns 999,930 shares of the company’s stock valued at $135,541,000 after purchasing an additional 17,137 shares during the last quarter. M&T Bank Corp boosted its position in iShares Russell 2000 Value ETF by 60.3% during the fourth quarter. M&T Bank Corp now owns 734,755 shares of the company’s stock worth $114,129,000 after purchasing an additional 276,387 shares during the period. Finally, US Bancorp DE increased its holdings in shares of iShares Russell 2000 Value ETF by 3.3% in the third quarter. US Bancorp DE now owns 697,961 shares of the company’s stock valued at $92,903,000 after purchasing an additional 22,499 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Up 0.9 %

Shares of IWN traded up $1.33 during trading hours on Friday, hitting $154.21. The company had a trading volume of 1,115,091 shares, compared to its average volume of 1,331,615. The business has a fifty day moving average of $152.77 and a 200-day moving average of $147.28. The firm has a market cap of $11.98 billion, a price-to-earnings ratio of 10.45 and a beta of 1.17. iShares Russell 2000 Value ETF has a 12 month low of $124.97 and a 12 month high of $159.81.

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.