Caldwell Trust Co Makes New $517,000 Investment in iShares Russell 2000 Value ETF $IWN

Caldwell Trust Co acquired a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 3,274 shares of the company’s stock, valued at approximately $517,000.

Other hedge funds have also recently modified their holdings of the company. Alaska Permanent Fund Corp increased its holdings in iShares Russell 2000 Value ETF by 94.9% in the 1st quarter. Alaska Permanent Fund Corp now owns 2,402,269 shares of the company’s stock valued at $347,849,000 after acquiring an additional 1,169,735 shares during the last quarter. Bank of America Corp DE grew its position in shares of iShares Russell 2000 Value ETF by 6.7% during the second quarter. Bank of America Corp DE now owns 6,753,830 shares of the company’s stock valued at $1,065,484,000 after purchasing an additional 422,172 shares in the last quarter. Wellington Management Group LLP increased its holdings in shares of iShares Russell 2000 Value ETF by 225.6% in the first quarter. Wellington Management Group LLP now owns 512,305 shares of the company’s stock worth $77,348,000 after purchasing an additional 354,975 shares during the last quarter. Zions Bancorporation National Association UT increased its holdings in shares of iShares Russell 2000 Value ETF by 2,421.9% in the second quarter. Zions Bancorporation National Association UT now owns 269,486 shares of the company’s stock worth $42,514,000 after purchasing an additional 258,800 shares during the last quarter. Finally, BNP Paribas Financial Markets lifted its position in shares of iShares Russell 2000 Value ETF by 99.4% in the second quarter. BNP Paribas Financial Markets now owns 508,278 shares of the company’s stock worth $80,186,000 after buying an additional 253,326 shares in the last quarter. Hedge funds and other institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Trading Down 1.2%

Shares of iShares Russell 2000 Value ETF stock opened at $184.41 on Wednesday. The firm has a market cap of $12.08 billion, a PE ratio of 14.35 and a beta of 1.09. The stock has a 50 day moving average of $178.91 and a 200 day moving average of $170.64. iShares Russell 2000 Value ETF has a 12 month low of $129.38 and a 12 month high of $190.20.

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.