iShares Russell 2000 Value ETF (NYSEARCA:IWN) Shares Sold by Capital Directions Investment Advisors LLC

Capital Directions Investment Advisors LLC decreased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 1.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,857 shares of the company’s stock after selling 1,761 shares during the quarter. iShares Russell 2000 Value ETF makes up about 4.6% of Capital Directions Investment Advisors LLC’s investment portfolio, making the stock its 7th largest position. Capital Directions Investment Advisors LLC owned 0.10% of iShares Russell 2000 Value ETF worth $15,393,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of IWN. Townsend Asset Management Corp NC ADV lifted its stake in shares of iShares Russell 2000 Value ETF by 2.0% in the 1st quarter. Townsend Asset Management Corp NC ADV now owns 3,329 shares of the company’s stock valued at $531,000 after purchasing an additional 64 shares during the period. Bedel Financial Consulting Inc. boosted its holdings in shares of iShares Russell 2000 Value ETF by 20.0% during the second quarter. Bedel Financial Consulting Inc. now owns 396 shares of the company’s stock worth $66,000 after purchasing an additional 66 shares during the period. Valeo Financial Advisors LLC lifted its holdings in iShares Russell 2000 Value ETF by 0.7% in the second quarter. Valeo Financial Advisors LLC now owns 10,498 shares of the company’s stock worth $1,740,000 after buying an additional 69 shares during the period. Tortoise Investment Management LLC increased its position in shares of iShares Russell 2000 Value ETF by 14.3% during the second quarter. Tortoise Investment Management LLC now owns 550 shares of the company’s stock valued at $91,000 after acquiring an additional 69 shares in the last quarter. Finally, Merriman Wealth Management LLC grew its position in iShares Russell 2000 Value ETF by 2.4% in the 2nd quarter. Merriman Wealth Management LLC now owns 3,087 shares of the company’s stock worth $512,000 after purchasing an additional 71 shares during the period.

IWN stock traded up $1.76 during mid-day trading on Thursday, hitting $165.83. The company had a trading volume of 23,194 shares, compared to its average volume of 1,660,572. iShares Russell 2000 Value ETF has a 12-month low of $100.88 and a 12-month high of $174.59. The company has a 50-day moving average price of $161.62 and a 200 day moving average price of $162.79.

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.

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Institutional Ownership by Quarter for iShares Russell 2000 Value ETF (NYSEARCA:IWN)

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