OFC Financial Planning LLC Buys Shares of 3,839 iShares Russell 2000 ETF (NYSEARCA:IWM)

OFC Financial Planning LLC acquired a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,839 shares of the exchange traded fund’s stock, valued at approximately $848,000. iShares Russell 2000 ETF makes up about 0.9% of OFC Financial Planning LLC’s portfolio, making the stock its 29th largest holding.

A number of other hedge funds have also modified their holdings of the company. AQR Capital Management LLC raised its stake in shares of iShares Russell 2000 ETF by 78.9% during the 2nd quarter. AQR Capital Management LLC now owns 7,333 shares of the exchange traded fund’s stock worth $1,488,000 after purchasing an additional 3,234 shares in the last quarter. The Manufacturers Life Insurance Company increased its holdings in iShares Russell 2000 ETF by 1.1% during the second quarter. The Manufacturers Life Insurance Company now owns 6,645 shares of the exchange traded fund’s stock worth $1,348,000 after buying an additional 75 shares during the last quarter. Unique Wealth LLC raised its position in iShares Russell 2000 ETF by 33.3% during the third quarter. Unique Wealth LLC now owns 17,298 shares of the exchange traded fund’s stock worth $3,821,000 after acquiring an additional 4,317 shares in the last quarter. Capital Market Strategies LLC lifted its stake in iShares Russell 2000 ETF by 11.8% in the third quarter. Capital Market Strategies LLC now owns 2,343 shares of the exchange traded fund’s stock valued at $518,000 after acquiring an additional 247 shares during the last quarter. Finally, Private Client Services LLC lifted its stake in iShares Russell 2000 ETF by 84.7% in the third quarter. Private Client Services LLC now owns 2,033 shares of the exchange traded fund’s stock valued at $449,000 after acquiring an additional 932 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

iShares Russell 2000 ETF stock opened at $226.48 on Friday. The company’s 50-day moving average is $228.67 and its 200-day moving average is $222.77. iShares Russell 2000 ETF has a fifty-two week low of $190.06 and a fifty-two week high of $244.98.

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.