Valeo Financial Advisors LLC Has $22.25 Million Holdings in iShares Russell 2000 ETF $IWM

Valeo Financial Advisors LLC raised its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 7.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 103,087 shares of the exchange traded fund’s stock after buying an additional 7,226 shares during the quarter. Valeo Financial Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $22,245,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Farther Finance Advisors LLC lifted its holdings in shares of iShares Russell 2000 ETF by 18.5% during the 2nd quarter. Farther Finance Advisors LLC now owns 28,093 shares of the exchange traded fund’s stock valued at $6,062,000 after buying an additional 4,381 shares during the last quarter. Alpha Cubed Investments LLC acquired a new position in iShares Russell 2000 ETF in the second quarter worth approximately $234,000. New England Private Wealth Advisors LLC raised its position in iShares Russell 2000 ETF by 1.9% during the second quarter. New England Private Wealth Advisors LLC now owns 29,016 shares of the exchange traded fund’s stock valued at $6,429,000 after acquiring an additional 553 shares in the last quarter. American National Bank & Trust lifted its stake in shares of iShares Russell 2000 ETF by 52.7% in the 2nd quarter. American National Bank & Trust now owns 11,874 shares of the exchange traded fund’s stock valued at $2,562,000 after purchasing an additional 4,098 shares during the last quarter. Finally, Avantax Advisory Services Inc. boosted its stake in shares of iShares Russell 2000 ETF by 1.8% during the 2nd quarter. Avantax Advisory Services Inc. now owns 916,552 shares of the exchange traded fund’s stock worth $197,783,000 after acquiring an additional 16,484 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $253.85 on Monday. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $258.20. The company has a market capitalization of $70.30 billion, a PE ratio of 17.69 and a beta of 1.13. The company’s fifty day moving average price is $244.94 and its 200 day moving average price is $232.21.

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.