St. Clair Advisors LLC Boosts Stock Holdings in iShares Russell 2000 ETF $IWM

St. Clair Advisors LLC boosted its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 164.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,154 shares of the exchange traded fund’s stock after purchasing an additional 7,562 shares during the period. iShares Russell 2000 ETF comprises approximately 0.8% of St. Clair Advisors LLC’s holdings, making the stock its 27th largest position. St. Clair Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $3,014,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. DSG Capital Advisors LLC purchased a new position in iShares Russell 2000 ETF in the fourth quarter valued at about $1,354,000. Capstone Wealth Management Group LLC acquired a new stake in shares of iShares Russell 2000 ETF during the 3rd quarter valued at approximately $6,291,000. Westwood Wealth Management purchased a new stake in shares of iShares Russell 2000 ETF during the 4th quarter worth approximately $820,000. Gryphon Financial Partners LLC boosted its stake in shares of iShares Russell 2000 ETF by 62.7% during the 4th quarter. Gryphon Financial Partners LLC now owns 12,180 shares of the exchange traded fund’s stock worth $2,998,000 after acquiring an additional 4,696 shares in the last quarter. Finally, Apollon Wealth Management LLC grew its holdings in shares of iShares Russell 2000 ETF by 26.4% in the 4th quarter. Apollon Wealth Management LLC now owns 14,877 shares of the exchange traded fund’s stock worth $3,662,000 after acquiring an additional 3,107 shares during the period.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $300.45 on Wednesday. iShares Russell 2000 ETF has a 1-year low of $212.34 and a 1-year high of $301.50. The company has a market capitalization of $83.43 billion, a P/E ratio of 17.69 and a beta of 1.11. The business has a 50 day moving average price of $286.15 and a 200 day moving average price of $267.43.

iShares Russell 2000 ETF Company Profile

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.