iShares Russell 2000 ETF (NYSEARCA:IWM) is Lpwm LLC’s 10th Largest Position

Lpwm LLC boosted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.9% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 31,868 shares of the exchange traded fund’s stock after buying an additional 1,189 shares during the period. iShares Russell 2000 ETF accounts for approximately 2.0% of Lpwm LLC’s holdings, making the stock its 10th biggest position. Lpwm LLC’s holdings in iShares Russell 2000 ETF were worth $6,357,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Walkner Condon Financial Advisors LLC boosted its holdings in iShares Russell 2000 ETF by 0.3% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock valued at $3,325,000 after purchasing an additional 45 shares during the last quarter. CM Wealth Advisors LLC raised its position in shares of iShares Russell 2000 ETF by 0.8% during the 4th quarter. CM Wealth Advisors LLC now owns 5,531 shares of the exchange traded fund’s stock worth $1,222,000 after purchasing an additional 45 shares during the last quarter. BOS Asset Management LLC raised its position in shares of iShares Russell 2000 ETF by 2.9% during the 4th quarter. BOS Asset Management LLC now owns 1,612 shares of the exchange traded fund’s stock worth $356,000 after purchasing an additional 45 shares during the last quarter. Sumitomo Mitsui Financial Group Inc. raised its position in shares of iShares Russell 2000 ETF by 5.1% during the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock worth $220,000 after purchasing an additional 48 shares during the last quarter. Finally, Capital Group Private Client Services Inc. raised its position in shares of iShares Russell 2000 ETF by 0.3% during the 4th quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock worth $3,984,000 after purchasing an additional 48 shares during the last quarter.

iShares Russell 2000 ETF Trading Up 1.6%

IWM stock opened at $211.90 on Friday. The company has a market cap of $63.54 billion, a price-to-earnings ratio of 16.63 and a beta of 1.11. iShares Russell 2000 ETF has a 12 month low of $171.73 and a 12 month high of $244.98. The firm has a 50-day moving average of $196.90 and a two-hundred day moving average of $213.19.

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.