iShares Russell 2000 ETF $IWM Shares Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC boosted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 16.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,142 shares of the exchange traded fund’s stock after buying an additional 2,018 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $3,930,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Horizon Wealth Management LLC bought a new stake in iShares Russell 2000 ETF in the first quarter valued at $22,859,000. HighTower Advisors LLC raised its holdings in shares of iShares Russell 2000 ETF by 10.9% during the second quarter. HighTower Advisors LLC now owns 712,746 shares of the exchange traded fund’s stock valued at $214,144,000 after purchasing an additional 70,330 shares during the period. Wedmont Private Capital raised its holdings in shares of iShares Russell 2000 ETF by 16.7% during the second quarter. Wedmont Private Capital now owns 17,876 shares of the exchange traded fund’s stock valued at $5,291,000 after purchasing an additional 2,552 shares during the period. Bryn Mawr Trust Advisors LLC boosted its position in shares of iShares Russell 2000 ETF by 37.8% during the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 9,676 shares of the exchange traded fund’s stock worth $2,400,000 after purchasing an additional 2,654 shares in the last quarter. Finally, RFG Advisory LLC boosted its position in shares of iShares Russell 2000 ETF by 253.3% during the 2nd quarter. RFG Advisory LLC now owns 18,947 shares of the exchange traded fund’s stock worth $5,693,000 after purchasing an additional 13,584 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

IWM stock opened at $276.99 on Tuesday. The company’s 50-day moving average is $286.41 and its 200-day moving average is $278.01. The stock has a market capitalization of $75.31 billion, a PE ratio of 17.69 and a beta of 1.13. iShares Russell 2000 ETF has a 1 year low of $228.90 and a 1 year high of $305.18.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.