Capstone Financial Advisors Inc. Increases Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Capstone Financial Advisors Inc. grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,939 shares of the exchange traded fund’s stock after buying an additional 389 shares during the quarter. iShares Russell 2000 ETF comprises 0.4% of Capstone Financial Advisors Inc.’s investment portfolio, making the stock its 27th biggest holding. Capstone Financial Advisors Inc.’s holdings in iShares Russell 2000 ETF were worth $6,173,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of IWM. Proficio Capital Partners LLC purchased a new position in iShares Russell 2000 ETF in the fourth quarter valued at about $4,672,147,000. JPMorgan Chase & Co. raised its holdings 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 worth $952,788,000 after purchasing an additional 1,446,443 shares during the last quarter. Wealthfront Advisers LLC boosted its position 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 worth $308,216,000 after purchasing an additional 1,391,860 shares in the last quarter. Strategic Financial Concepts LLC grew its holdings in iShares Russell 2000 ETF by 21,916.2% in 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 purchasing an additional 734,412 shares during the last quarter. Finally, Alliancebernstein L.P. increased its position in shares of iShares Russell 2000 ETF by 90.0% in the fourth quarter. Alliancebernstein L.P. now owns 1,079,970 shares of the exchange traded fund’s stock valued at $238,630,000 after buying an additional 511,699 shares in the last quarter.

iShares Russell 2000 ETF Stock Up 0.0 %

NYSEARCA:IWM opened at $194.12 on Monday. The company has a market capitalization of $60.78 billion, a PE ratio of 15.40 and a beta of 1.12. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $244.98. The stock has a fifty day simple moving average of $199.19 and a 200-day simple moving average of $217.85.

iShares Russell 2000 ETF 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.