ETFs

Clarius Group LLC Acquires $212,000 Stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Published October 13, 2024

Clarius Group LLC has recently disclosed its purchase of a new position in the iShares Russell 2000 Value ETF (NYSEARCA:IWN) for the third quarter. The investment firm acquired 1,269 shares of this exchange-traded fund, amounting to an approximate value of $212,000.

Several other institutional investors have also made moves regarding their holdings in the iShares Russell 2000 Value ETF. Sunpointe LLC joined the market by acquiring a new position in this ETF during the fourth quarter, valued at around $208,000. Meanwhile, Centaurus Financial Inc. increased its stake in the iShares Russell 2000 Value ETF by 12.2% during the same quarter, now owning 1,023 shares worth $159,000 after adding 111 shares.

Furthermore, Twin Focus Capital Partners LLC purchased a new stake worth about $287,000 in the fourth quarter. Wellington Management Group LLP enhanced its position significantly, raising its stake by 30.8% and owning 72,854 shares valued at $11,316,000 after buying an additional 17,139 shares. Lastly, Fisher Asset Management LLC boosted its stake by a remarkable 72.4%, now controlling 2,372 shares valued at $369,000 after acquiring an additional 996 shares.

Performance of iShares Russell 2000 Value ETF

As of Friday, shares of the iShares Russell 2000 Value ETF opened at $166.32. The ETF's 50-day moving average price stands at $163.09 while the 200-day moving average price is $158.11. Over the past year, the ETF experienced a low of $124.97 and a high of $174.83. It currently has a market capitalization of $12.72 billion, a price-to-earnings (PE) ratio of 10.79, and a beta of 1.17, indicating its volatility compared to the market.

Overview of iShares Russell 2000 Value ETF

The iShares Russell 2000 Value ETF, formerly known as iShares Trust Russell 2000, aims to reflect the performance of the Russell 2000 Value Index. This index assesses the performance of equity securities from the Russell 2000 Index that are characterized by relatively lower price-to-book ratios and lower projected growth rates. This ETF provides investors a means to gain exposure to small-cap value stocks in the US market.

Further Information for Investors

Investors looking to assess the holdings of the iShares Russell 2000 Value ETF can visit relevant resources for the latest filings and insider trades. This allows investors to remain informed about major stakeholders and changes in the ETF's investments.

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