Capital Performance Advisors LLP lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 38.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,950 shares of the exchange traded fund’s stock after selling 1,197 shares during the quarter. Capital Performance Advisors LLP’s holdings in iShares Russell 2000 ETF were worth $431,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the business. Strategic Advisors LLC boosted its position in shares of iShares Russell 2000 ETF by 4.2% in the fourth quarter. Strategic Advisors LLC now owns 5,359 shares of the exchange traded fund’s stock valued at $1,184,000 after acquiring an additional 216 shares during the period. JFS Wealth Advisors LLC boosted its position in shares of iShares Russell 2000 ETF by 4.3% in the fourth quarter. JFS Wealth Advisors LLC now owns 28,152 shares of the exchange traded fund’s stock valued at $6,220,000 after acquiring an additional 1,157 shares during the period. Pinnacle Wealth Management Advisory Group LLC boosted its position in shares of iShares Russell 2000 ETF by 0.6% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 56,314 shares of the exchange traded fund’s stock valued at $12,443,000 after acquiring an additional 339 shares during the period. Valmark Advisers Inc. lifted its position in iShares Russell 2000 ETF by 0.8% during the fourth quarter. Valmark Advisers Inc. now owns 9,930 shares of the exchange traded fund’s stock worth $2,194,000 after purchasing an additional 75 shares during the period. Finally, Stanich Group LLC bought a new stake in iShares Russell 2000 ETF during the fourth quarter worth about $741,000.
iShares Russell 2000 ETF Stock Down 0.1 %
IWM opened at $225.97 on Monday. iShares Russell 2000 ETF has a twelve month low of $191.34 and a twelve month high of $244.98. The company has a 50-day simple moving average of $225.81 and a 200 day simple moving average of $223.16.
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.
See Also
- Five stocks we like better than iShares Russell 2000 ETF
- Stock Market Sectors: What Are They and How Many Are There?
- Symbotic Shares Down 37%—Is It Time for Bravery or Caution?
- The How and Why of Investing in Gold Stocks
- High-Yield Healthcare: 3 Stocks With Strong Dividends
- What Percentage Gainers Tell Investors and Why They Don’t Tell the Whole Story
- Beyond the Bargain Bin: 3 Stocks Leading Discount Retail
Receive News & Ratings for iShares Russell 2000 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 ETF and related companies with MarketBeat.com's FREE daily email newsletter.