Kingswood Wealth Advisors LLC Reduces Stock Position in iShares Russell 2000 ETF $IWM

Kingswood Wealth Advisors LLC lowered its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 17.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,466 shares of the exchange traded fund’s stock after selling 2,029 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $2,043,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Brighton Jones LLC lifted its holdings in shares of iShares Russell 2000 ETF by 2.6% in the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock worth $19,385,000 after buying an additional 2,221 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of iShares Russell 2000 ETF by 13.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after buying an additional 1,431 shares during the period. Patriot Financial Group Insurance Agency LLC lifted its holdings in shares of iShares Russell 2000 ETF by 5.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 2,845 shares of the exchange traded fund’s stock worth $568,000 after buying an additional 156 shares during the period. Farther Finance Advisors LLC lifted its holdings in shares of iShares Russell 2000 ETF by 86.6% in the 1st quarter. Farther Finance Advisors LLC now owns 23,712 shares of the exchange traded fund’s stock worth $4,731,000 after buying an additional 11,002 shares during the period. Finally, GAMMA Investing LLC lifted its holdings in shares of iShares Russell 2000 ETF by 29.9% in the 1st quarter. GAMMA Investing LLC now owns 5,006 shares of the exchange traded fund’s stock worth $999,000 after buying an additional 1,153 shares during the period.

iShares Russell 2000 ETF Price Performance

Shares of IWM stock opened at $244.16 on Wednesday. iShares Russell 2000 ETF has a 1-year low of $171.73 and a 1-year high of $248.48. The stock’s 50-day moving average is $233.89 and its 200 day moving average is $215.51. The company has a market cap of $70.43 billion, a P/E ratio of 17.69 and a beta of 1.15.

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.