AlphaCore Capital LLC Has $662,000 Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

AlphaCore Capital LLC raised its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 12.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,997 shares of the exchange traded fund’s stock after buying an additional 339 shares during the period. AlphaCore Capital LLC’s holdings in iShares Russell 2000 ETF were worth $662,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Walkner Condon Financial Advisors LLC raised its position in iShares Russell 2000 ETF by 0.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock valued at $3,325,000 after buying an additional 45 shares during the last quarter. CM Wealth Advisors LLC raised its position in iShares Russell 2000 ETF by 0.8% in the 4th quarter. CM Wealth Advisors LLC now owns 5,531 shares of the exchange traded fund’s stock valued at $1,222,000 after buying an additional 45 shares during the last quarter. BOS Asset Management LLC raised its position in iShares Russell 2000 ETF by 2.9% in the 4th quarter. BOS Asset Management LLC now owns 1,612 shares of the exchange traded fund’s stock valued at $356,000 after buying an additional 45 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. raised its position in iShares Russell 2000 ETF by 5.1% in the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after buying an additional 48 shares during the last quarter. Finally, Capital Group Private Client Services Inc. raised its position in iShares Russell 2000 ETF by 0.3% in the 4th quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock valued at $3,984,000 after buying an additional 48 shares during the last quarter.

iShares Russell 2000 ETF Trading Down 0.3%

NYSEARCA IWM opened at $202.56 on Friday. iShares Russell 2000 ETF has a 12 month low of $171.73 and a 12 month high of $244.98. The business has a fifty day simple moving average of $196.31 and a 200 day simple moving average of $215.21. The firm has a market capitalization of $61.22 billion, a P/E ratio of 16.84 and a beta of 1.12.

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.