Lowery Thomas LLC Sells 283 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Lowery Thomas LLC trimmed its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,090 shares of the company’s stock after selling 283 shares during the period. iShares Russell 2000 Value ETF comprises about 1.0% of Lowery Thomas LLC’s portfolio, making the stock its 25th largest position. Lowery Thomas LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,492,000 as of its most recent filing with the Securities & Exchange Commission.

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

iShares Russell 2000 Value ETF Price Performance

Shares of NYSEARCA:IWN opened at $155.51 on Monday. The company’s 50-day moving average price is $164.67 and its two-hundred day moving average price is $167.54. iShares Russell 2000 Value ETF has a one year low of $145.71 and a one year high of $183.51. The stock has a market capitalization of $11.27 billion, a PE ratio of 13.92 and a beta of 1.18.

About iShares Russell 2000 Value ETF

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.