MB Levis & Associates LLC Sells 141 Shares of iShares Russell 2000 Value ETF $IWN

MB Levis & Associates LLC lessened its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,715 shares of the company’s stock after selling 141 shares during the period. iShares Russell 2000 Value ETF accounts for about 0.8% of MB Levis & Associates LLC’s portfolio, making the stock its 21st biggest position. MB Levis & Associates LLC’s holdings in iShares Russell 2000 Value ETF were worth $1,848,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Steph & Co. increased its stake in iShares Russell 2000 Value ETF by 8.5% during the 2nd quarter. Steph & Co. now owns 2,181 shares of the company’s stock worth $344,000 after acquiring an additional 171 shares during the period. Avalon Trust Co bought a new position in shares of iShares Russell 2000 Value ETF in the 1st quarter valued at $30,000. Envestnet Portfolio Solutions Inc. increased its stake in shares of iShares Russell 2000 Value ETF by 71.9% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 20,469 shares of the company’s stock valued at $3,090,000 after purchasing an additional 8,561 shares during the last quarter. ST Germain D J Co. Inc. increased its stake in shares of iShares Russell 2000 Value ETF by 39.9% in the 2nd quarter. ST Germain D J Co. Inc. now owns 2,976 shares of the company’s stock valued at $469,000 after purchasing an additional 849 shares during the last quarter. Finally, Integrated Wealth Concepts LLC increased its stake in shares of iShares Russell 2000 Value ETF by 18.3% in the 1st quarter. Integrated Wealth Concepts LLC now owns 9,780 shares of the company’s stock valued at $1,477,000 after purchasing an additional 1,514 shares during the last quarter. Institutional investors own 74.70% of the company’s stock.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN opened at $176.53 on Friday. iShares Russell 2000 Value ETF has a 52-week low of $129.38 and a 52-week high of $183.51. The business’s fifty day moving average is $174.38 and its 200-day moving average is $160.42. The firm has a market cap of $11.86 billion, a price-to-earnings ratio of 14.35 and a beta of 1.15.

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.