EP Wealth Advisors LLC Takes Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

EP Wealth Advisors LLC bought a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,355 shares of the exchange traded fund’s stock, valued at approximately $229,000.

Several other institutional investors also recently made changes to their positions in IWM. Forum Private Client Group LLC boosted its position in shares of iShares Russell 2000 ETF by 2.1% during the fourth quarter. Forum Private Client Group LLC now owns 2,867 shares of the exchange traded fund’s stock worth $500,000 after buying an additional 59 shares during the period. Hills Bank & Trust Co boosted its position in shares of iShares Russell 2000 ETF by 7.4% during the first quarter. Hills Bank & Trust Co now owns 873 shares of the exchange traded fund’s stock worth $156,000 after buying an additional 60 shares during the period. Moody Lynn & Lieberson LLC boosted its position in shares of iShares Russell 2000 ETF by 1.2% during the first quarter. Moody Lynn & Lieberson LLC now owns 4,956 shares of the exchange traded fund’s stock worth $884,000 after buying an additional 60 shares during the period. West Financial Advisors LLC boosted its position in shares of iShares Russell 2000 ETF by 18.4% during the first quarter. West Financial Advisors LLC now owns 406 shares of the exchange traded fund’s stock worth $72,000 after buying an additional 63 shares during the period. Finally, HM Payson & Co. boosted its position in shares of iShares Russell 2000 ETF by 0.4% during the first quarter. HM Payson & Co. now owns 19,617 shares of the exchange traded fund’s stock worth $3,500,000 after buying an additional 70 shares during the period.

iShares Russell 2000 ETF Trading Down 0.7 %

Shares of NYSEARCA IWM opened at $182.41 on Tuesday. The stock has a 50 day simple moving average of $189.96 and a 200-day simple moving average of $182.58. iShares Russell 2000 ETF has a 12-month low of $162.50 and a 12-month high of $199.26.

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.