1620 Investment Advisors Inc. Has $253,000 Position in iShares Russell 2500 ETF (BATS:SMMD)

1620 Investment Advisors Inc. increased its holdings in shares of iShares Russell 2500 ETF (BATS:SMMD) by 53.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,727 shares of the company’s stock after acquiring an additional 1,300 shares during the quarter. 1620 Investment Advisors Inc.’s holdings in iShares Russell 2500 ETF were worth $253,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. D.A. Davidson & CO. increased its holdings in shares of iShares Russell 2500 ETF by 5.2% during the 3rd quarter. D.A. Davidson & CO. now owns 4,553 shares of the company’s stock worth $308,000 after acquiring an additional 225 shares during the last quarter. O Connor Financial Group LLC grew its holdings in iShares Russell 2500 ETF by 6.7% in the 4th quarter. O Connor Financial Group LLC now owns 3,705 shares of the company’s stock valued at $252,000 after buying an additional 233 shares in the last quarter. Ulland Investment Advisors LLC grew its holdings in iShares Russell 2500 ETF by 0.9% in the 4th quarter. Ulland Investment Advisors LLC now owns 26,795 shares of the company’s stock valued at $1,822,000 after buying an additional 245 shares in the last quarter. Corient Private Wealth LLC grew its holdings in iShares Russell 2500 ETF by 1.2% in the 4th quarter. Corient Private Wealth LLC now owns 23,711 shares of the company’s stock valued at $1,612,000 after buying an additional 275 shares in the last quarter. Finally, ORG Partners LLC grew its holdings in iShares Russell 2500 ETF by 39.3% in the 4th quarter. ORG Partners LLC now owns 1,050 shares of the company’s stock valued at $71,000 after buying an additional 296 shares in the last quarter.

iShares Russell 2500 ETF Price Performance

Shares of BATS SMMD opened at $63.78 on Friday. The stock’s fifty day moving average price is $67.84 and its two-hundred day moving average price is $68.62. iShares Russell 2500 ETF has a one year low of $60.06 and a one year high of $74.66. The firm has a market cap of $1.33 billion, a price-to-earnings ratio of 17.67 and a beta of 1.18.

iShares Russell 2500 ETF Profile

The iShares Russell 2500 ETF (SMMD) is an exchange-traded fund that is based on the Russell 2500 index, a market-cap-weighted index of US companies ranked 501-3,000 by market cap. SMMD was launched on Jul 6, 2017 and is managed by BlackRock.