Western Wealth Management LLC Has $2.30 Million Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Western Wealth Management LLC trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,523 shares of the exchange traded fund’s stock after selling 432 shares during the period. Western Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $2,299,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. CM Wealth Advisors LLC lifted its stake in shares of iShares Russell 2000 ETF by 0.8% in the fourth quarter. CM Wealth Advisors LLC now owns 5,531 shares of the exchange traded fund’s stock valued at $1,222,000 after buying an additional 45 shares in the last quarter. BOS Asset Management LLC lifted its stake in shares of iShares Russell 2000 ETF by 2.9% in the fourth quarter. BOS Asset Management LLC now owns 1,612 shares of the exchange traded fund’s stock valued at $356,000 after buying an additional 45 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. lifted its stake in shares of iShares Russell 2000 ETF by 5.1% in the fourth quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after buying an additional 48 shares in the last quarter. Capital Group Private Client Services Inc. lifted its stake in shares of iShares Russell 2000 ETF by 0.3% in the fourth quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock valued at $3,984,000 after buying an additional 48 shares in the last quarter. Finally, Xcel Wealth Management LLC lifted its stake in shares of iShares Russell 2000 ETF by 3.1% in the fourth quarter. Xcel Wealth Management LLC now owns 1,627 shares of the exchange traded fund’s stock valued at $360,000 after buying an additional 49 shares in the last quarter.

iShares Russell 2000 ETF Trading Up 1.6%

iShares Russell 2000 ETF stock opened at $215.41 on Friday. iShares Russell 2000 ETF has a 1-year low of $171.73 and a 1-year high of $244.98. The firm has a market capitalization of $63.91 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15. The firm’s fifty day moving average price is $204.33 and its two-hundred day moving average price is $210.67.

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.