WCG Wealth Advisors LLC Invests $5.49 Million in iShares Russell 2000 ETF $IWM

WCG Wealth Advisors LLC bought a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 22,297 shares of the exchange traded fund’s stock, valued at approximately $5,489,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. LGL Partners LLC grew its holdings in shares of iShares Russell 2000 ETF by 0.3% during the fourth quarter. LGL Partners LLC now owns 11,916 shares of the exchange traded fund’s stock worth $2,933,000 after purchasing an additional 38 shares during the last quarter. Rinkey Investments lifted its holdings in shares of iShares Russell 2000 ETF by 2.7% in the 4th quarter. Rinkey Investments now owns 1,526 shares of the exchange traded fund’s stock valued at $376,000 after purchasing an additional 40 shares during the last quarter. Moody Lynn & Lieberson LLC boosted its position in shares of iShares Russell 2000 ETF by 0.8% in the 4th quarter. Moody Lynn & Lieberson LLC now owns 5,103 shares of the exchange traded fund’s stock valued at $1,256,000 after purchasing an additional 41 shares during the period. Northern Financial Advisors Inc boosted its position in shares of iShares Russell 2000 ETF by 4.1% in the 3rd quarter. Northern Financial Advisors Inc now owns 1,144 shares of the exchange traded fund’s stock valued at $277,000 after purchasing an additional 45 shares during the period. Finally, Punch & Associates Investment Management Inc. increased its position in iShares Russell 2000 ETF by 32.1% during the third quarter. Punch & Associates Investment Management Inc. now owns 185 shares of the exchange traded fund’s stock worth $45,000 after buying an additional 45 shares during the period.

iShares Russell 2000 ETF Trading Up 1.5%

IWM stock opened at $292.01 on Friday. The company has a market capitalization of $81.09 billion, a P/E ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a twelve month low of $206.81 and a twelve month high of $292.88. The business has a 50 day simple moving average of $273.11 and a 200-day simple moving average of $261.23.

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