SRS Capital Advisors Inc. Sells 1,939 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

SRS Capital Advisors Inc. trimmed its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 131,328 shares of the company’s stock after selling 1,939 shares during the period. iShares Russell 2000 Value ETF accounts for 2.0% of SRS Capital Advisors Inc.’s portfolio, making the stock its 17th biggest position. SRS Capital Advisors Inc. owned approximately 0.17% of iShares Russell 2000 Value ETF worth $21,908,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Squire Investment Management Company LLC increased its position in iShares Russell 2000 Value ETF by 9.9% during the 3rd quarter. Squire Investment Management Company LLC now owns 5,386 shares of the company’s stock valued at $898,000 after buying an additional 487 shares in the last quarter. BluePointe Capital Management LLC grew its position in iShares Russell 2000 Value ETF by 1.7% during the 3rd quarter. BluePointe Capital Management LLC now owns 9,016 shares of the company’s stock valued at $1,504,000 after purchasing an additional 152 shares during the last quarter. Royce & Associates LP increased its stake in iShares Russell 2000 Value ETF by 44.8% during the 3rd quarter. Royce & Associates LP now owns 81,343 shares of the company’s stock valued at $13,570,000 after purchasing an additional 25,153 shares in the last quarter. Oppenheimer & Co. Inc. raised its holdings in iShares Russell 2000 Value ETF by 63.3% in the third quarter. Oppenheimer & Co. Inc. now owns 11,423 shares of the company’s stock worth $1,906,000 after buying an additional 4,429 shares during the last quarter. Finally, Haverford Trust Co grew its holdings in shares of iShares Russell 2000 Value ETF by 9.3% during the third quarter. Haverford Trust Co now owns 5,696 shares of the company’s stock valued at $950,000 after buying an additional 486 shares during the last quarter.

iShares Russell 2000 Value ETF Price Performance

NYSEARCA IWN traded down $1.80 during mid-day trading on Friday, reaching $172.52. The stock had a trading volume of 1,068,443 shares, compared to its average volume of 1,173,308. The company has a fifty day moving average price of $167.38 and a 200 day moving average price of $161.13. iShares Russell 2000 Value ETF has a 1 year low of $135.83 and a 1 year high of $181.50. The stock has a market cap of $13.20 billion, a PE ratio of 10.79 and a beta of 1.17.

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.