iShares Russell 2000 ETF $IWM Shares Sold by Trek Financial LLC

Trek Financial LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 36.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,013 shares of the exchange traded fund’s stock after selling 2,302 shares during the quarter. Trek Financial LLC’s holdings in iShares Russell 2000 ETF were worth $1,115,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. HighTower Advisors LLC grew its holdings in iShares Russell 2000 ETF by 10.9% during the 2nd quarter. HighTower Advisors LLC now owns 712,746 shares of the exchange traded fund’s stock valued at $214,144,000 after buying an additional 70,330 shares in the last quarter. Wedmont Private Capital increased its position in shares of 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 valued at $5,291,000 after buying an additional 2,552 shares during the period. RFG Advisory LLC lifted its holdings in shares of iShares Russell 2000 ETF by 253.3% in the second quarter. RFG Advisory LLC now owns 18,947 shares of the exchange traded fund’s stock worth $5,693,000 after buying an additional 13,584 shares in the last quarter. Bryn Mawr Trust Advisors LLC lifted its holdings in shares of iShares Russell 2000 ETF by 37.8% in the first quarter. Bryn Mawr Trust Advisors LLC now owns 9,676 shares of the exchange traded fund’s stock worth $2,400,000 after buying an additional 2,654 shares in the last quarter. Finally, Corient Private Wealth LP lifted its holdings in shares of iShares Russell 2000 ETF by 4.8% in the second quarter. Corient Private Wealth LP now owns 524,135 shares of the exchange traded fund’s stock worth $157,477,000 after buying an additional 23,954 shares in the last quarter.

iShares Russell 2000 ETF Trading Down 0.1%

IWM stock opened at $279.14 on Tuesday. The firm has a 50 day moving average of $283.86 and a 200-day moving average of $278.65. iShares Russell 2000 ETF has a 12 month low of $228.90 and a 12 month high of $305.18. The firm has a market capitalization of $75.35 billion, a P/E ratio of 17.69 and a beta of 1.13.

About iShares Russell 2000 ETF

(Free Report)

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

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