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IWN has delivered a stronger one-year return but carries a higher expense ratio than VBR. VBR is more concentrated in industrials, while IWN leans more heavily into financial services and real estate.
CALF: Strategy Change Impact Still Positive For These Small/Mid-Cap Cash Cows
IWN has outperformed IJJ over the last 12 months, but IJJ has had better long-term growth. IJJ has a slightly lower expense ratio and offers a marginally higher dividend yield than IWN.
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Russell 2000 Value ETF (IWN), a passively managed exchange traded fund launched on July 24, 2000.
Interactive Financial Advisors Inc. cut its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 18.8% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,187 shares of the company's stock after selling 4,450 shares during the period. iShares
Expense ratios, sector tilts, and portfolio breadth set these two small-cap value ETFs apart for investors weighing costs versus coverage.
IWN is much larger and more actively traded than ISCV, but it also charges a higher expense ratio. ISCV has a slightly higher yield, while IWN posted stronger one-year total returns.
Commonwealth Equity Services LLC trimmed its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 8.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 830,140 shares of the company's stock after selling 75,659 shares during the quarter. Commonwealth Equity
VBR carries a lower expense ratio and higher yield. IWN holds more stocks with a heavier tilt toward financials, while VBR leans industrial.
IWN has delivered a stronger one-year total return than VBR but trails over a five-year period. VBR charges a much lower expense ratio than IWN, which could appeal to cost-conscious investors.
Squarepoint Ops LLC trimmed its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 77.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,392 shares of the company's stock after selling 28,640 shares during the period. Squarepoint Ops LLC's holdings
Explore how key differences in portfolio breadth and sector mix set these two small-cap value ETFs apart for investors.
Corient Private Wealth LLC decreased its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 34.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 133,480 shares of the company's stock after selling 70,103 shares during
IWN holds over 1,400 small-cap value stocks and has a higher one-year return than IJJ. IJJ offers a lower expense ratio and higher dividend growth, while focusing on mid-cap value stocks.
Caldwell Trust Co acquired a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 3,274 shares of the company's stock, valued at approximately $517,000. Other hedge funds
Ariel Investments LLC reduced its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 47.1% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,467 shares of the company's stock after selling 19,150 shares during
Cresset Asset Management LLC increased its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 18.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,027 shares of the company's stock after buying an additional
CW Advisors LLC lifted its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN) by 55.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 60,935 shares of the company's stock after purchasing an additional 21,648 shares during the period. CW
Launched on July 24, 2000, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Russell 2000 Value ETF (IWN), a passively managed exchange traded fund launched on July 24, 2000.