iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Bought by 1858 Wealth Management LLC

1858 Wealth Management LLC lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 32.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,431 shares of the exchange traded fund’s stock after acquiring an additional 1,320 shares during the quarter. iShares Russell 2000 ETF accounts for approximately 1.0% of 1858 Wealth Management LLC’s portfolio, making the stock its 28th largest holding. 1858 Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $1,200,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Legacy Investment Solutions LLC purchased a new stake in shares of iShares Russell 2000 ETF during the 3rd quarter worth $25,000. Northwest Investment Counselors LLC acquired a new stake in shares of iShares Russell 2000 ETF in the third quarter valued at about $26,000. PSI Advisors LLC boosted its holdings in iShares Russell 2000 ETF by 116.7% during the third quarter. PSI Advisors LLC now owns 117 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 63 shares in the last quarter. Field & Main Bank acquired a new position in iShares Russell 2000 ETF during the fourth quarter worth about $27,000. Finally, Insight Inv LLC acquired a new position in iShares Russell 2000 ETF during the fourth quarter worth about $30,000.

iShares Russell 2000 ETF Trading Up 1.4 %

IWM stock opened at $226.93 on Wednesday. The firm has a 50 day moving average of $228.30 and a 200-day moving average of $222.81. iShares Russell 2000 ETF has a 12-month low of $190.06 and a 12-month high of $244.98.

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.