SOA Wealth Advisors LLC. Lowers Stock Position in iShares Russell 2000 ETF $IWM

SOA Wealth Advisors LLC. lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWMFree Report) by 54.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,134 shares of the exchange traded fund’s stock after selling 79,302 shares during the quarter. iShares Russell 2000 ETF accounts for about 1.6% of SOA Wealth Advisors LLC.’s holdings, making the stock its 11th biggest position. SOA Wealth Advisors LLC.’s holdings in iShares Russell 2000 ETF were worth $14,271,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Opal Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 ETF during the 2nd quarter valued at approximately $28,000. Financial Network Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 ETF during the 1st quarter valued at approximately $29,000. Brooklyn Investment Group acquired a new stake in shares of iShares Russell 2000 ETF during the 1st quarter valued at approximately $30,000. Proathlete Wealth Management LLC acquired a new stake in shares of iShares Russell 2000 ETF during the 2nd quarter valued at approximately $30,000. Finally, 1 North Wealth Services LLC acquired a new stake in shares of iShares Russell 2000 ETF during the 1st quarter valued at approximately $34,000.

iShares Russell 2000 ETF Trading Up 0.1%

IWM stock opened at $241.96 on Wednesday. The firm has a 50 day moving average of $231.86 and a 200-day moving average of $214.12. iShares Russell 2000 ETF has a 12-month low of $171.73 and a 12-month high of $247.18. The company has a market cap of $69.20 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15.

iShares Russell 2000 ETF Company Profile

(Free Report)

iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index.

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

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