Exencial Wealth Advisors LLC Has $3.19 Million Stock Holdings in iShares Russell 2000 ETF $IWM

Exencial Wealth Advisors LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 27.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,800 shares of the exchange traded fund’s stock after selling 5,599 shares during the period. Exencial Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $3,194,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Goldman Sachs Group Inc. raised its holdings in iShares Russell 2000 ETF by 1,186.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 51,271,785 shares of the exchange traded fund’s stock valued at $10,228,208,000 after acquiring an additional 47,286,837 shares in the last quarter. Empower Advisory Group LLC raised its holdings in iShares Russell 2000 ETF by 3.4% in the 1st quarter. Empower Advisory Group LLC now owns 8,144,065 shares of the exchange traded fund’s stock valued at $1,624,660,000 after acquiring an additional 265,987 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in iShares Russell 2000 ETF by 59.8% in the 1st quarter. JPMorgan Chase & Co. now owns 6,044,142 shares of the exchange traded fund’s stock valued at $1,205,746,000 after acquiring an additional 2,262,696 shares in the last quarter. Northern Trust Corp raised its holdings in iShares Russell 2000 ETF by 0.8% in the 1st quarter. Northern Trust Corp now owns 4,053,871 shares of the exchange traded fund’s stock valued at $808,707,000 after acquiring an additional 31,261 shares in the last quarter. Finally, US Bancorp DE raised its holdings in iShares Russell 2000 ETF by 2.7% in the 1st quarter. US Bancorp DE now owns 3,969,039 shares of the exchange traded fund’s stock valued at $791,808,000 after acquiring an additional 104,693 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA IWM opened at $243.34 on Thursday. The stock has a market capitalization of $68.35 billion, a PE ratio of 17.69 and a beta of 1.15. The business has a fifty day moving average price of $239.17 and a two-hundred day moving average price of $218.85. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $252.77.

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.