iShares Russell 2000 ETF (NYSEARCA:IWM) Stake Lifted by Collaborative Wealth Managment Inc.

Collaborative Wealth Managment Inc. increased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 59.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,049 shares of the exchange traded fund’s stock after buying an additional 767 shares during the quarter. Collaborative Wealth Managment Inc.’s holdings in iShares Russell 2000 ETF were worth $453,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Proficio Capital Partners LLC bought a new position in iShares Russell 2000 ETF during the fourth quarter valued at about $4,672,147,000. JPMorgan Chase & Co. boosted its stake in iShares Russell 2000 ETF by 50.5% during the third quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock valued at $952,788,000 after buying an additional 1,446,443 shares in the last quarter. Wealthfront Advisers LLC boosted its stake in iShares Russell 2000 ETF by 45,890.5% during the fourth quarter. Wealthfront Advisers LLC now owns 1,394,893 shares of the exchange traded fund’s stock valued at $308,216,000 after buying an additional 1,391,860 shares in the last quarter. Strategic Financial Concepts LLC boosted its stake in iShares Russell 2000 ETF by 21,916.2% during the fourth quarter. Strategic Financial Concepts LLC now owns 737,763 shares of the exchange traded fund’s stock valued at $163,016,000 after buying an additional 734,412 shares in the last quarter. Finally, Redwood Investment Management LLC bought a new position in iShares Russell 2000 ETF during the third quarter valued at about $142,774,000.

iShares Russell 2000 ETF Stock Up 2.4 %

Shares of IWM stock opened at $202.89 on Friday. The stock has a 50-day simple moving average of $219.85 and a 200 day simple moving average of $223.18. iShares Russell 2000 ETF has a fifty-two week low of $191.34 and a fifty-two week high of $244.98. The stock has a market capitalization of $65.57 billion, a P/E ratio of 16.20 and a beta of 1.19.

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.