TRUE Private Wealth Advisors Raises Holdings in iShares Russell 2500 ETF (BATS:SMMD)

TRUE Private Wealth Advisors grew its position in shares of iShares Russell 2500 ETF (BATS:SMMD) by 6.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,346 shares of the company’s stock after buying an additional 281 shares during the period. TRUE Private Wealth Advisors’ holdings in iShares Russell 2500 ETF were worth $268,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SMMD. International Assets Investment Management LLC purchased a new stake in iShares Russell 2500 ETF during the 4th quarter worth about $10,254,000. Coldstream Capital Management Inc. boosted its stake in iShares Russell 2500 ETF by 6.9% in the 3rd quarter. Coldstream Capital Management Inc. now owns 1,434,612 shares of the company’s stock worth $78,201,000 after purchasing an additional 92,944 shares during the period. Truist Financial Corp boosted its stake in iShares Russell 2500 ETF by 42.9% in the 4th quarter. Truist Financial Corp now owns 307,557 shares of the company’s stock worth $16,344,000 after purchasing an additional 92,269 shares during the period. CMH Wealth Management LLC boosted its stake in iShares Russell 2500 ETF by 39.4% in the 4th quarter. CMH Wealth Management LLC now owns 276,759 shares of the company’s stock worth $17,040,000 after purchasing an additional 78,158 shares during the period. Finally, CWA Asset Management Group LLC bought a new position in iShares Russell 2500 ETF in the 3rd quarter worth about $3,365,000.

iShares Russell 2500 ETF Stock Down 0.9 %

Shares of BATS SMMD opened at $60.44 on Thursday. iShares Russell 2500 ETF has a 52 week low of $38.91 and a 52 week high of $45.72. The business has a 50-day simple moving average of $63.16 and a two-hundred day simple moving average of $59.10. The company has a market cap of $997.26 million, a P/E ratio of 14.72 and a beta of 1.16.

iShares Russell 2500 ETF Profile

The iShares Russell 2500 ETF (SMMD) is an exchange-traded fund that is based on the Russell 2500 index, a market-cap-weighted index of US companies ranked 501-3,000 by market cap. SMMD was launched on Jul 6, 2017 and is managed by BlackRock.