Leavell Investment Management Inc. Has $1.60 Million Position in iShares Russell 2000 Index (IWM)

Leavell Investment Management Inc. reduced its stake in shares of iShares Russell 2000 Index (NYSEARCA:IWM) by 3.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,507 shares of the exchange traded fund’s stock after selling 335 shares during the quarter. Leavell Investment Management Inc.’s holdings in iShares Russell 2000 Index were worth $1,602,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of IWM. Edge Wealth Management LLC lifted its stake in shares of iShares Russell 2000 Index by 1,138.2% during the 3rd quarter. Edge Wealth Management LLC now owns 681 shares of the exchange traded fund’s stock worth $101,000 after purchasing an additional 626 shares during the last quarter. LeJeune Puetz Investment Counsel LLC purchased a new stake in shares of iShares Russell 2000 Index during the 3rd quarter worth $104,000. Tiedemann Wealth Management LLC lifted its stake in shares of iShares Russell 2000 Index by 33.3% during the 3rd quarter. Tiedemann Wealth Management LLC now owns 14,757 shares of the exchange traded fund’s stock worth $115,000 after purchasing an additional 3,685 shares during the last quarter. FNY Managed Accounts LLC purchased a new stake in shares of iShares Russell 2000 Index during the 3rd quarter worth $118,000. Finally, Heritage Trust Co lifted its stake in shares of iShares Russell 2000 Index by 59.9% during the 3rd quarter. Heritage Trust Co now owns 1,001 shares of the exchange traded fund’s stock worth $148,000 after purchasing an additional 375 shares during the last quarter.

Shares of iShares Russell 2000 Index (NYSEARCA:IWM) opened at $157.50 on Friday. The firm has a market capitalization of $42,850.00 and a price-to-earnings ratio of 39.38. iShares Russell 2000 Index has a 12 month low of $132.40 and a 12 month high of $157.66.

The firm also recently declared a quarterly dividend, which was paid on Thursday, December 28th. Shareholders of record on Friday, December 22nd were paid a $0.5793 dividend. The ex-dividend date of this dividend was Thursday, December 21st. This is a boost from iShares Russell 2000 Index’s previous quarterly dividend of $0.35. This represents a $2.32 dividend on an annualized basis and a yield of 1.47%. iShares Russell 2000 Index’s dividend payout ratio (DPR) is 48.00%.

TRADEMARK VIOLATION NOTICE: “Leavell Investment Management Inc. Has $1.60 Million Position in iShares Russell 2000 Index (IWM)” was reported by Transcript Daily and is the sole property of of Transcript Daily. If you are viewing this news story on another website, it was stolen and reposted in violation of US & international copyright and trademark legislation. The legal version of this news story can be accessed at https://transcriptdaily.com/2018/01/12/leavell-investment-management-inc-has-1-60-million-position-in-ishares-russell-2000-index-iwm.html.

iShares Russell 2000 Index 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.

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

Receive News & Ratings for iShares Russell 2000 Index Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell 2000 Index and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply