Cyndeo Wealth Partners LLC Has $531,000 Stake in iShares Russell 2000 ETF $IWM

Cyndeo Wealth Partners LLC trimmed its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,459 shares of the exchange traded fund’s stock after selling 107 shares during the period. Cyndeo Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $531,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Ironwood Investment Counsel LLC increased its holdings in shares of iShares Russell 2000 ETF by 2.8% in the first quarter. Ironwood Investment Counsel LLC now owns 1,835 shares of the exchange traded fund’s stock valued at $366,000 after purchasing an additional 50 shares during the last quarter. Occidental Asset Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 1.5% in the second quarter. Occidental Asset Management LLC now owns 3,396 shares of the exchange traded fund’s stock valued at $733,000 after purchasing an additional 51 shares during the last quarter. USAdvisors Wealth Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 0.6% in the first quarter. USAdvisors Wealth Management LLC now owns 9,385 shares of the exchange traded fund’s stock valued at $1,872,000 after purchasing an additional 53 shares during the last quarter. Catalyst Financial Partners LLC increased its holdings in shares of iShares Russell 2000 ETF by 1.0% in the first quarter. Catalyst Financial Partners LLC now owns 5,302 shares of the exchange traded fund’s stock valued at $1,058,000 after purchasing an additional 55 shares during the last quarter. Finally, Leo Wealth LLC increased its holdings in shares of iShares Russell 2000 ETF by 1.9% in the second quarter. Leo Wealth LLC now owns 2,997 shares of the exchange traded fund’s stock valued at $647,000 after purchasing an additional 56 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA:IWM opened at $237.79 on Friday. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $248.48. The company has a market cap of $67.57 billion, a P/E ratio of 17.69 and a beta of 1.15. The firm’s fifty day moving average price is $235.37 and its two-hundred day moving average price is $216.26.

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.