Litman Gregory Wealth Management LLC Lowers Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Litman Gregory Wealth Management LLC cut its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 7.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 111,247 shares of the exchange traded fund’s stock after selling 9,449 shares during the period. iShares Russell 2000 ETF comprises 2.1% of Litman Gregory Wealth Management LLC’s portfolio, making the stock its 11th largest holding. Litman Gregory Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $24,581,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. AQR Capital Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 78.9% in the second quarter. AQR Capital Management LLC now owns 7,333 shares of the exchange traded fund’s stock worth $1,488,000 after purchasing an additional 3,234 shares during the last quarter. The Manufacturers Life Insurance Company grew its holdings in shares of iShares Russell 2000 ETF by 1.1% in the second quarter. The Manufacturers Life Insurance Company now owns 6,645 shares of the exchange traded fund’s stock valued at $1,348,000 after purchasing an additional 75 shares in the last quarter. Unique Wealth LLC increased its position in iShares Russell 2000 ETF by 33.3% in the third quarter. Unique Wealth LLC now owns 17,298 shares of the exchange traded fund’s stock worth $3,821,000 after purchasing an additional 4,317 shares during the last quarter. Capital Market Strategies LLC raised its stake in iShares Russell 2000 ETF by 11.8% during the third quarter. Capital Market Strategies LLC now owns 2,343 shares of the exchange traded fund’s stock valued at $518,000 after purchasing an additional 247 shares in the last quarter. Finally, Private Client Services LLC lifted its position in iShares Russell 2000 ETF by 84.7% during the third quarter. Private Client Services LLC now owns 2,033 shares of the exchange traded fund’s stock valued at $449,000 after purchasing an additional 932 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

iShares Russell 2000 ETF stock opened at $226.48 on Friday. The company’s 50-day moving average price is $228.67 and its 200-day moving average price is $222.77. iShares Russell 2000 ETF has a twelve month low of $190.06 and a twelve month high of $244.98.

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.