RKL Wealth Management LLC Has $1.44 Million Stake in iShares Russell 2000 Index (IWM)

RKL Wealth Management LLC trimmed its position in iShares Russell 2000 Index (NYSEARCA:IWM) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,435 shares of the exchange traded fund’s stock after selling 757 shares during the quarter. RKL Wealth Management LLC’s holdings in iShares Russell 2000 Index were worth $1,437,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently modified their holdings of the company. PFG Advisors acquired a new stake in shares of iShares Russell 2000 Index in the fourth quarter worth $354,000. Lee Danner & Bass Inc. acquired a new stake in shares of iShares Russell 2000 Index in the fourth quarter worth $282,000. Ballentine Partners LLC increased its position in iShares Russell 2000 Index by 1.7% during the fourth quarter. Ballentine Partners LLC now owns 39,580 shares of the exchange traded fund’s stock worth $6,035,000 after acquiring an additional 662 shares during the period. Opus Capital Group LLC increased its position in iShares Russell 2000 Index by 9.0% during the fourth quarter. Opus Capital Group LLC now owns 7,564 shares of the exchange traded fund’s stock worth $1,153,000 after acquiring an additional 624 shares during the period. Finally, Heritage Wealth Advisors bought a new position in iShares Russell 2000 Index during the fourth quarter worth $470,000.

iShares Russell 2000 Index (NYSEARCA:IWM) opened at $153.83 on Monday. iShares Russell 2000 Index has a 52-week low of $132.40 and a 52-week high of $160.63. The stock has a market cap of $41,800.00 and a price-to-earnings ratio of 38.46.

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About iShares Russell 2000 Index

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.

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Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSEARCA:IWM)

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