Archvest Wealth Advisors Inc. Has $1.25 Million Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Archvest Wealth Advisors Inc. boosted its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,595 shares of the company’s stock after purchasing an additional 81 shares during the quarter. iShares Russell 2000 Value ETF comprises 0.9% of Archvest Wealth Advisors Inc.’s holdings, making the stock its 25th largest holding. Archvest Wealth Advisors Inc.’s holdings in iShares Russell 2000 Value ETF were worth $1,247,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of IWN. CWM LLC increased its stake in iShares Russell 2000 Value ETF by 6.4% in the third quarter. CWM LLC now owns 29,710 shares of the company’s stock valued at $4,956,000 after purchasing an additional 1,780 shares in the last quarter. Wedmont Private Capital bought a new stake in shares of iShares Russell 2000 Value ETF during the third quarter valued at approximately $213,000. Watts Gwilliam & Co. LLC bought a new position in shares of iShares Russell 2000 Value ETF in the 3rd quarter worth $519,000. Clarius Group LLC acquired a new stake in iShares Russell 2000 Value ETF in the 3rd quarter valued at $212,000. Finally, Maltin Wealth Management Inc. increased its stake in iShares Russell 2000 Value ETF by 6.3% during the 3rd quarter. Maltin Wealth Management Inc. now owns 13,900 shares of the company’s stock valued at $2,319,000 after purchasing an additional 829 shares in the last quarter.

iShares Russell 2000 Value ETF Price Performance

Shares of NYSEARCA IWN opened at $167.09 on Friday. iShares Russell 2000 Value ETF has a 1 year low of $145.65 and a 1 year high of $183.51. The stock has a market capitalization of $12.78 billion, a P/E ratio of 10.79 and a beta of 1.17. The company has a 50-day moving average price of $168.60 and a 200-day moving average price of $167.43.

iShares Russell 2000 Value ETF Company 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.