SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 40.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,608 shares of the exchange traded fund’s stock after acquiring an additional 8,480 shares during the period. iShares Russell 2000 ETF makes up about 2.9% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s portfolio, making the stock its 5th biggest holding. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in iShares Russell 2000 ETF were worth $8,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also recently modified their holdings of the stock. HighTower Advisors LLC raised its stake in iShares Russell 2000 ETF by 10.9% in the second quarter. HighTower Advisors LLC now owns 712,746 shares of the exchange traded fund’s stock valued at $214,144,000 after purchasing an additional 70,330 shares in the last quarter. Mason & Associates LLC acquired a new stake in iShares Russell 2000 ETF during the second quarter worth about $212,000. Wedmont Private Capital grew its stake in iShares Russell 2000 ETF by 16.7% during the second quarter. Wedmont Private Capital now owns 17,876 shares of the exchange traded fund’s stock worth $5,291,000 after buying an additional 2,552 shares in the last quarter. Kintra Wealth LLC increased its holdings in iShares Russell 2000 ETF by 2.7% in the 2nd quarter. Kintra Wealth LLC now owns 3,582 shares of the exchange traded fund’s stock valued at $1,087,000 after buying an additional 94 shares during the period. Finally, Nilsine Partners LLC increased its holdings in iShares Russell 2000 ETF by 13.5% in the 2nd quarter. Nilsine Partners LLC now owns 41,274 shares of the exchange traded fund’s stock valued at $12,401,000 after buying an additional 4,906 shares during the period.
iShares Russell 2000 ETF Stock Performance
Shares of NYSEARCA:IWM opened at $296.01 on Monday. The firm has a 50 day moving average of $296.97 and a 200-day moving average of $280.46. iShares Russell 2000 ETF has a 12 month low of $228.90 and a 12 month high of $305.18. The stock has a market capitalization of $81.48 billion, a PE ratio of 17.69 and a beta of 1.11.
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.
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