Charles Schwab Investment Management Inc. Decreases Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Charles Schwab Investment Management Inc. decreased its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 679,484 shares of the company’s stock after selling 6,567 shares during the period. Charles Schwab Investment Management Inc.’s holdings in iShares Russell 2000 Value ETF were worth $111,551,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Financial Perspectives Inc increased its stake in shares of iShares Russell 2000 Value ETF by 18.1% in the fourth quarter. Financial Perspectives Inc now owns 391 shares of the company’s stock worth $64,000 after purchasing an additional 60 shares in the last quarter. Diversified Trust Co boosted its holdings in iShares Russell 2000 Value ETF by 3.0% in the 4th quarter. Diversified Trust Co now owns 2,099 shares of the company’s stock worth $345,000 after buying an additional 61 shares during the period. Asset Dedication LLC grew its stake in iShares Russell 2000 Value ETF by 3.9% in the 4th quarter. Asset Dedication LLC now owns 1,812 shares of the company’s stock valued at $297,000 after buying an additional 68 shares in the last quarter. Archvest Wealth Advisors Inc. raised its holdings in iShares Russell 2000 Value ETF by 1.1% during the 4th quarter. Archvest Wealth Advisors Inc. now owns 7,595 shares of the company’s stock valued at $1,247,000 after acquiring an additional 81 shares during the period. Finally, Retirement Income Solutions Inc lifted its position in shares of iShares Russell 2000 Value ETF by 4.7% during the fourth quarter. Retirement Income Solutions Inc now owns 1,790 shares of the company’s stock worth $294,000 after acquiring an additional 81 shares in the last quarter.

iShares Russell 2000 Value ETF Price Performance

iShares Russell 2000 Value ETF stock opened at $155.51 on Friday. The firm has a market capitalization of $11.27 billion, a P/E ratio of 13.92 and a beta of 1.18. iShares Russell 2000 Value ETF has a one year low of $145.71 and a one year high of $183.51. The business has a fifty day moving average price of $164.67 and a 200-day moving average price of $167.51.

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.