Ullmann Wealth Partners Group LLC Has $895,000 Stock Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Ullmann Wealth Partners Group LLC trimmed its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 6.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,455 shares of the company’s stock after selling 355 shares during the quarter. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell 2000 Value ETF were worth $895,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Wealth Alliance bought a new stake in iShares Russell 2000 Value ETF during the 2nd quarter worth approximately $275,000. Hsbc Holdings PLC lifted its holdings in iShares Russell 2000 Value ETF by 77.0% during the second quarter. Hsbc Holdings PLC now owns 88,808 shares of the company’s stock worth $13,525,000 after acquiring an additional 38,640 shares during the period. Brighton Jones LLC boosted its position in iShares Russell 2000 Value ETF by 5.5% in the second quarter. Brighton Jones LLC now owns 3,837 shares of the company’s stock worth $584,000 after purchasing an additional 200 shares during the last quarter. Retirement Investment Advisors Inc. purchased a new stake in shares of iShares Russell 2000 Value ETF during the 2nd quarter valued at $543,000. Finally, Bridges Investment Management Inc. boosted its holdings in shares of iShares Russell 2000 Value ETF by 23.6% in the 2nd quarter. Bridges Investment Management Inc. now owns 20,632 shares of the company’s stock worth $3,142,000 after buying an additional 3,935 shares during the last quarter.

iShares Russell 2000 Value ETF Stock Performance

IWN opened at $166.29 on Friday. iShares Russell 2000 Value ETF has a fifty-two week low of $144.20 and a fifty-two week high of $183.51. The firm has a 50-day moving average of $171.49 and a 200 day moving average of $166.33. The firm has a market cap of $12.72 billion, a P/E 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.