Oxford Financial Group LTD. LLC Buys 2,602 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Oxford Financial Group LTD. LLC grew its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 30.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 11,140 shares of the exchange traded fund’s stock after acquiring an additional 2,602 shares during the period. Oxford Financial Group LTD. LLC’s holdings in iShares Russell 2000 ETF were worth $2,461,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at about $505,000. Ritholtz Wealth Management increased its position in iShares Russell 2000 ETF by 7.7% during the fourth quarter. Ritholtz Wealth Management now owns 2,276 shares of the exchange traded fund’s stock worth $503,000 after acquiring an additional 162 shares during the period. Pinnacle Wealth Management Advisory Group LLC increased its position in iShares Russell 2000 ETF by 0.6% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 56,314 shares of the exchange traded fund’s stock worth $12,443,000 after acquiring an additional 339 shares during the period. Legacy Trust increased its position in iShares Russell 2000 ETF by 1.0% during the fourth quarter. Legacy Trust now owns 30,400 shares of the exchange traded fund’s stock worth $6,717,000 after acquiring an additional 295 shares during the period. Finally, Aurelius Family Office LLC bought a new position in iShares Russell 2000 ETF during the fourth quarter worth about $1,244,000.

iShares Russell 2000 ETF Stock Performance

NYSEARCA:IWM opened at $205.06 on Friday. iShares Russell 2000 ETF has a 52 week low of $191.34 and a 52 week high of $244.98. The firm has a market cap of $66.28 billion, a price-to-earnings ratio of 16.20 and a beta of 1.19. The firm’s 50-day simple moving average is $218.43 and its 200 day simple moving average is $222.76.

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.