Octavia Wealth Advisors LLC Has $468,000 Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Octavia Wealth Advisors LLC cut its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWMFree Report) by 11.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,334 shares of the exchange traded fund’s stock after selling 302 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $468,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of IWM. Defender Capital LLC. bought a new position in shares of iShares Russell 2000 ETF during the 1st quarter worth approximately $411,000. Fairfield Bush & CO. bought a new position in iShares Russell 2000 ETF during the first quarter worth $105,000. AMI Investment Management Inc. boosted its stake in iShares Russell 2000 ETF by 38.5% during the first quarter. AMI Investment Management Inc. now owns 6,553 shares of the exchange traded fund’s stock worth $1,345,000 after acquiring an additional 1,822 shares in the last quarter. U.S. Capital Wealth Advisors LLC grew its holdings in iShares Russell 2000 ETF by 29.9% in the first quarter. U.S. Capital Wealth Advisors LLC now owns 1,391 shares of the exchange traded fund’s stock worth $286,000 after purchasing an additional 320 shares during the period. Finally, Sei Investments Co. increased its stake in iShares Russell 2000 ETF by 8.2% in the first quarter. Sei Investments Co. now owns 38,919 shares of the exchange traded fund’s stock valued at $7,989,000 after purchasing an additional 2,962 shares in the last quarter.

iShares Russell 2000 ETF Trading Down 0.4 %

Shares of NYSEARCA IWM opened at $195.06 on Wednesday. The firm’s 50-day moving average price is $203.00 and its 200-day moving average price is $190.65. iShares Russell 2000 ETF has a 1-year low of $161.67 and a 1-year high of $211.88.

About iShares Russell 2000 ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for iShares Russell 2000 ETF (NYSEARCA:IWM)

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