Capital Advisory Group Advisory Services LLC Has $3.64 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Capital Advisory Group Advisory Services LLC cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,220 shares of the exchange traded fund’s stock after selling 264 shares during the period. iShares Russell 2000 ETF comprises approximately 1.4% of Capital Advisory Group Advisory Services LLC’s holdings, making the stock its 15th largest holding. Capital Advisory Group Advisory Services LLC’s holdings in iShares Russell 2000 ETF were worth $3,635,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Proficio Capital Partners LLC bought a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at about $4,672,147,000. Jones Financial Companies Lllp grew its holdings in iShares Russell 2000 ETF by 4.4% during the 4th quarter. Jones Financial Companies Lllp now owns 8,441,577 shares of the exchange traded fund’s stock worth $1,865,251,000 after acquiring an additional 352,358 shares during the last quarter. Rafferty Asset Management LLC increased its position in iShares Russell 2000 ETF by 0.4% in the 4th quarter. Rafferty Asset Management LLC now owns 7,929,117 shares of the exchange traded fund’s stock valued at $1,752,018,000 after acquiring an additional 28,343 shares in the last quarter. Empower Advisory Group LLC raised its stake in shares of iShares Russell 2000 ETF by 2.6% in the fourth quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock worth $1,740,740,000 after acquiring an additional 199,487 shares during the last quarter. Finally, Northern Trust Corp lifted its position in shares of iShares Russell 2000 ETF by 5.5% during the fourth quarter. Northern Trust Corp now owns 4,022,610 shares of the exchange traded fund’s stock worth $888,836,000 after purchasing an additional 209,752 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

IWM opened at $214.51 on Wednesday. The stock has a market capitalization of $64.32 billion, a P/E ratio of 16.63 and a beta of 1.11. The company’s 50 day simple moving average is $197.61 and its 200-day simple moving average is $212.88. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $244.98.

iShares Russell 2000 ETF 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.