iShares Russell 2000 Value ETF (NYSEARCA:IWN) Stock Holdings Decreased by Sonata Capital Group Inc.

Sonata Capital Group Inc. lowered its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 0.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 65,351 shares of the company’s stock after selling 328 shares during the period. iShares Russell 2000 Value ETF makes up approximately 4.4% of Sonata Capital Group Inc.’s portfolio, making the stock its 6th biggest holding. Sonata Capital Group Inc.’s holdings in iShares Russell 2000 Value ETF were worth $10,729,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Arlington Trust Co LLC purchased a new position in iShares Russell 2000 Value ETF during the fourth quarter worth about $65,000. Equitable Trust Co. acquired a new position in iShares Russell 2000 Value ETF during the 4th quarter worth approximately $254,000. Powell Investment Advisors LLC raised its stake in shares of iShares Russell 2000 Value ETF by 1.9% during the 4th quarter. Powell Investment Advisors LLC now owns 93,477 shares of the company’s stock worth $15,346,000 after buying an additional 1,728 shares in the last quarter. Wingate Wealth Advisors Inc. acquired a new stake in shares of iShares Russell 2000 Value ETF in the 4th quarter valued at approximately $238,000. Finally, Comprehensive Financial Planning Inc. PA purchased a new stake in shares of iShares Russell 2000 Value ETF in the fourth quarter valued at approximately $235,000.

iShares Russell 2000 Value ETF Price Performance

Shares of IWN stock opened at $167.92 on Wednesday. iShares Russell 2000 Value ETF has a 1-year low of $145.65 and a 1-year high of $183.51. The business’s fifty day moving average price is $168.08 and its 200 day moving average price is $167.42. The firm has a market capitalization of $12.85 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.