iShares Russell 2000 Value ETF (IWN) Shares Bought by Modera Wealth Management LLC

Modera Wealth Management LLC lifted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 88,446 shares of the company’s stock after purchasing an additional 3,732 shares during the period. iShares Russell 2000 Value ETF accounts for about 1.9% of Modera Wealth Management LLC’s investment portfolio, making the stock its 15th biggest holding. Modera Wealth Management LLC owned approximately 0.12% of iShares Russell 2000 Value ETF worth $9,511,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the stock. Cypress Wealth Services LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 3.1% in the 4th quarter. Cypress Wealth Services LLC now owns 2,961 shares of the company’s stock valued at $318,000 after purchasing an additional 88 shares during the last quarter. Roundview Capital LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 0.8% in the 4th quarter. Roundview Capital LLC now owns 13,082 shares of the company’s stock valued at $1,407,000 after purchasing an additional 110 shares during the last quarter. Wealthcare Advisory Partners LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 3.7% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 3,236 shares of the company’s stock valued at $348,000 after purchasing an additional 116 shares during the last quarter. River Wealth Advisors LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 22.1% in the 4th quarter. River Wealth Advisors LLC now owns 663 shares of the company’s stock valued at $71,000 after purchasing an additional 120 shares during the last quarter. Finally, Jordan Park Group LLC lifted its stake in shares of iShares Russell 2000 Value ETF by 0.3% in the 4th quarter. Jordan Park Group LLC now owns 47,160 shares of the company’s stock valued at $5,072,000 after purchasing an additional 138 shares during the last quarter.

IWN stock opened at $121.46 on Wednesday. iShares Russell 2000 Value ETF has a 1 year low of $101.57 and a 1 year high of $137.85.

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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.

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Institutional Ownership by Quarter for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

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