Kingsview Wealth Management LLC Expands Investment in iShares Russell 2000 Value ETF

Kingsview Wealth Management LLC has significantly increased its investment in the iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 21.0% during the third quarter of this year, according to reports from HoldingsChannel.com. After acquiring an additional 796 shares during this period, the fund now holds a total of 4,585 shares in the ETF, which amounts to a value of approximately $765,000 based on its latest filing with the Securities and Exchange Commission.

In addition to Kingsview Wealth Management, several other institutional investors have recently adjusted their positions in the iShares Russell 2000 Value ETF. For instance, Vanguard Group Inc. raised its shareholding by 0.9% in the first quarter, bringing its total to 10,861 shares valued at around $1,725,000 after acquiring an additional 95 shares. Similarly, B. Riley Wealth Advisors Inc. increased its stake by 7.1%, owning 2,573 shares now worth $409,000 after buying 170 extra shares. Comerica Bank also made a slight increase, raising its position by 0.3%, resulting in ownership of 117,358 shares valued at $18,638,000 following the acquisition of 380 shares during the same period.

Furthermore, LRI Investments LLC and Atria Investments Inc. have both entered the market by purchasing new positions in the ETF, valued at approximately $120,000 and $1,017,000, respectively.

Current Performance of iShares Russell 2000 Value ETF

The iShares Russell 2000 Value ETF began trading at $180.14 on Thursday, exhibiting a modest increase of 0.2%. This fund has seen a 12-month low of $136.85 and a peak of $183.51. It also has a 50-day moving average of $169.59 and a 200-day moving average of $162.45. The ETF carries a market capitalization of $13.78 billion, a price-to-earnings ratio of 10.79, and a beta of 1.17, indicating its volatility in the market.

About iShares Russell 2000 Value ETF

The iShares Russell 2000 Value ETF is an exchange-traded fund that aims to match the performance of the Russell 2000 Value Index. This index tracks the performance of smaller companies that typically feature lower price-to-book ratios and projected growth rates. The ETF offers investors the opportunity to gain exposure to this segment of the market effectively.

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Stay Informed About iShares Russell 2000 Value ETF - For those interested in keeping track of what hedge funds are doing with IWN, checking the latest 13F filings and insider trades can provide valuable insights.

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In related news, Kingsview Wealth Management LLC has also decreased its stake in the Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL). Additionally, the firm holds a $717,000 stake in the PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ).

Investment, ETFs, Institutional