Elevation Point Wealth Partners LLC Trims Stock Position in iShares Russell 2000 ETF $IWM

Elevation Point Wealth Partners LLC cut its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 79.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,605 shares of the exchange traded fund’s stock after selling 17,968 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $1,114,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of IWM. Brighton Jones LLC grew its holdings in iShares Russell 2000 ETF by 2.6% during the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock valued at $19,385,000 after buying an additional 2,221 shares during the last quarter. Revolve Wealth Partners LLC increased its position in iShares Russell 2000 ETF by 13.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after buying an additional 1,431 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of iShares Russell 2000 ETF by 16.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock worth $1,855,000 after acquiring an additional 1,300 shares during the last quarter. Thoroughbred Financial Services LLC raised its holdings in shares of iShares Russell 2000 ETF by 1.5% in the second quarter. Thoroughbred Financial Services LLC now owns 3,277 shares of the exchange traded fund’s stock worth $707,000 after acquiring an additional 48 shares during the last quarter. Finally, Symphony Financial Ltd. Co. lifted its position in shares of iShares Russell 2000 ETF by 2,789.9% in the second quarter. Symphony Financial Ltd. Co. now owns 1,596,080 shares of the exchange traded fund’s stock valued at $344,889,000 after acquiring an additional 1,540,850 shares in the last quarter.

iShares Russell 2000 ETF Stock Up 0.9%

IWM opened at $248.92 on Tuesday. The firm has a market cap of $70.90 billion, a P/E ratio of 17.69 and a beta of 1.13. The business’s fifty day simple moving average is $261.00 and its 200 day simple moving average is $250.24. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $271.60.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.