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

Clarius Group LLC has made a significant investment by acquiring a new stake in the iShares Russell 2000 Value ETF (NYSEARCA:IWN). This purchase took place during the third quarter, and according to recent filings with the Securities and Exchange Commission (SEC), the firm acquired 1,269 shares, totaling approximately $212,000.

Along with Clarius Group, several other institutional investors have altered their positions in IWN recently. For instance, Sunpointe LLC has initiated a new position in the iShares Russell 2000 Value ETF in the fourth quarter, valued at around $208,000. Similarly, Centaurus Financial Inc. boosted its holdings in the ETF by 12.2% during the same period, now holding 1,023 shares worth $159,000, after buying an additional 111 shares.

Further, Twin Focus Capital Partners LLC acquired a new investment in the iShares Russell 2000 Value ETF in the fourth quarter, valued at approximately $287,000. Wellington Management Group LLP has also increased its position by 30.8%, now owning 72,854 shares worth $11,316,000 after an additional purchase of 17,139 shares. Lastly, Fisher Asset Management LLC raised its stake by 72.4%, now holding 2,372 shares valued at $369,000 after acquiring 996 new shares.

Recent Performance of iShares Russell 2000 Value ETF

The iShares Russell 2000 Value ETF experienced a rise of 1.9% recently, with shares opening at $166.32. The ETF has seen substantial movement, with a 50-day moving average price at $163.09 and a 200-day moving average price at $158.11. Over the past year, the stock hit a low of $124.97 and a high of $174.83, showing its volatility and market performance. The ETF boasts a market capitalization of $12.72 billion, a price-to-earnings (PE) ratio of 10.79, and a beta of 1.17, indicating its risk relative to the market.

Overview of iShares Russell 2000 Value ETF

The iShares Russell 2000 Value ETF is designed to track the performance of the Russell 2000 Value Index, which comprises stocks with lower price-to-book ratios and lower forecasted growth, representing smaller U.S. companies. This ETF serves as an investment tool for those looking to diversify their portfolios and gain exposure to value-oriented small-cap stocks.

Additional Insights

It's worth noting that the iShares Russell 2000 Value ETF reflects a broader trend in the investment community, where value stocks, particularly in the small-cap sector, are attracting attention amidst changing market conditions. Investors interested in tracking the latest changes in institutional holdings of IWN can find updates on various financial platforms and reporting services.

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