iShares Russell 2000 Value ETF $IWN Shares Purchased by Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC grew its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 626,428 shares of the company’s stock after acquiring an additional 9,685 shares during the period. iShares Russell 2000 Value ETF comprises about 2.6% of Cassaday & Co Wealth Management LLC’s portfolio, making the stock its 9th largest holding. Cassaday & Co Wealth Management LLC owned 0.96% of iShares Russell 2000 Value ETF worth $110,759,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. First Command Advisory Services Inc. bought a new stake in iShares Russell 2000 Value ETF in the second quarter valued at approximately $26,000. Cloud Capital Management LLC acquired a new position in shares of iShares Russell 2000 Value ETF during the 3rd quarter worth approximately $45,000. Root Financial Partners LLC bought a new stake in iShares Russell 2000 Value ETF in the 3rd quarter valued at $53,000. Cedar Mountain Advisors LLC lifted its holdings in iShares Russell 2000 Value ETF by 222.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 313 shares of the company’s stock valued at $55,000 after purchasing an additional 216 shares during the last quarter. Finally, Semmax Financial Advisors Inc. lifted its holdings in iShares Russell 2000 Value ETF by 73.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 391 shares of the company’s stock valued at $63,000 after purchasing an additional 165 shares during the last quarter. 74.70% of the stock is owned by institutional investors.

iShares Russell 2000 Value ETF Price Performance

NYSEARCA:IWN opened at $199.97 on Tuesday. The company has a market cap of $12.84 billion, a P/E ratio of 14.35 and a beta of 1.09. The firm’s fifty day moving average price is $191.19 and its two-hundred day moving average price is $180.61. iShares Russell 2000 Value ETF has a one year low of $129.38 and a one year high of $203.01.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.