Oak Harbor Wealth Partners LLC Increases Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Oak Harbor Wealth Partners LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 5.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,363 shares of the exchange traded fund’s stock after acquiring an additional 949 shares during the period. iShares Russell 2000 ETF accounts for 1.2% of Oak Harbor Wealth Partners LLC’s portfolio, making the stock its 22nd largest holding. Oak Harbor Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $4,056,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. 1832 Asset Management L.P. bought a new stake in iShares Russell 2000 ETF during the first quarter valued at about $33,000. Gradient Investments LLC grew its stake in shares of iShares Russell 2000 ETF by 327.0% during the 2nd quarter. Gradient Investments LLC now owns 2,831 shares of the exchange traded fund’s stock valued at $574,000 after acquiring an additional 2,168 shares during the period. Great Lakes Advisors LLC raised its stake in iShares Russell 2000 ETF by 26.9% during the 2nd quarter. Great Lakes Advisors LLC now owns 74,740 shares of the exchange traded fund’s stock worth $15,164,000 after acquiring an additional 15,864 shares during the period. State of New Jersey Common Pension Fund D bought a new stake in iShares Russell 2000 ETF during the 3rd quarter worth approximately $88,890,000. Finally, Farmers & Merchants Investments Inc. boosted its position in shares of iShares Russell 2000 ETF by 2.1% in the third quarter. Farmers & Merchants Investments Inc. now owns 74,105 shares of the exchange traded fund’s stock worth $16,369,000 after purchasing an additional 1,512 shares during the period.

iShares Russell 2000 ETF Stock Performance

IWM opened at $231.97 on Friday. The firm’s fifty day moving average is $221.12 and its 200 day moving average is $212.72. iShares Russell 2000 ETF has a fifty-two week low of $175.15 and a fifty-two week high of $242.39.

About iShares Russell 2000 ETF

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.