Epic Trust Investment Advisors LLC Sells 1,295 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Epic Trust Investment Advisors LLC lowered its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 36.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,239 shares of the company’s stock after selling 1,295 shares during the period. Epic Trust Investment Advisors LLC’s holdings in iShares Russell 2000 Value ETF were worth $348,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Fidelis Capital Partners LLC bought a new stake in iShares Russell 2000 Value ETF in the 4th quarter worth approximately $794,000. Chartwell Investment Partners LLC bought a new stake in shares of iShares Russell 2000 Value ETF during the 3rd quarter valued at $686,000. Financial Management Professionals Inc. grew its position in shares of iShares Russell 2000 Value ETF by 2,608.7% during the 4th quarter. Financial Management Professionals Inc. now owns 623 shares of the company’s stock valued at $97,000 after acquiring an additional 600 shares during the period. Summit Financial LLC grew its position in shares of iShares Russell 2000 Value ETF by 6.1% during the 3rd quarter. Summit Financial LLC now owns 9,696 shares of the company’s stock valued at $1,323,000 after acquiring an additional 555 shares during the period. Finally, McAdam LLC grew its position in shares of iShares Russell 2000 Value ETF by 34.2% during the 4th quarter. McAdam LLC now owns 8,510 shares of the company’s stock valued at $1,322,000 after acquiring an additional 2,171 shares during the period.

iShares Russell 2000 Value ETF Stock Performance

Shares of IWN stock traded down $3.06 during mid-day trading on Tuesday, reaching $148.99. 804,376 shares of the company’s stock traded hands, compared to its average volume of 1,328,242. iShares Russell 2000 Value ETF has a 12 month low of $124.97 and a 12 month high of $159.81. The firm has a 50 day moving average price of $152.70 and a two-hundred day moving average price of $146.95. The firm has a market capitalization of $11.58 billion, a PE ratio of 10.45 and a beta of 1.17.

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.