iShares Russell 2000 ETF $IWM Shares Bought by Excalibur Management Corp

Excalibur Management Corp increased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.3% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,369 shares of the exchange traded fund’s stock after acquiring an additional 223 shares during the quarter. Excalibur Management Corp’s holdings in iShares Russell 2000 ETF were worth $1,159,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Farther Finance Advisors LLC lifted its stake in iShares Russell 2000 ETF by 18.5% in the 2nd quarter. Farther Finance Advisors LLC now owns 28,093 shares of the exchange traded fund’s stock worth $6,062,000 after acquiring an additional 4,381 shares in the last quarter. Ellis Investment Partners LLC grew its stake in iShares Russell 2000 ETF by 18.1% during the 2nd quarter. Ellis Investment Partners LLC now owns 2,669 shares of the exchange traded fund’s stock valued at $576,000 after acquiring an additional 409 shares in the last quarter. Independent Wealth Network Inc. increased its holdings in shares of iShares Russell 2000 ETF by 2.6% in the 2nd quarter. Independent Wealth Network Inc. now owns 2,477 shares of the exchange traded fund’s stock valued at $534,000 after purchasing an additional 62 shares during the period. American National Bank & Trust lifted its position in shares of iShares Russell 2000 ETF by 52.7% in the second quarter. American National Bank & Trust now owns 11,874 shares of the exchange traded fund’s stock worth $2,562,000 after purchasing an additional 4,098 shares in the last quarter. Finally, Wealth Architects LLC lifted its position in shares of iShares Russell 2000 ETF by 173.8% in the second quarter. Wealth Architects LLC now owns 7,459 shares of the exchange traded fund’s stock worth $1,610,000 after purchasing an additional 4,735 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM opened at $240.35 on Friday. The company has a market capitalization of $66.56 billion, a PE ratio of 17.69 and a beta of 1.13. The company’s 50 day moving average price is $242.57 and its 200 day moving average price is $223.83. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $252.77.

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.