iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by Retirement Planning Group LLC

Retirement Planning Group LLC decreased its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 16.7% in the first quarter, Holdings Channel reports. The institutional investor owned 5,569 shares of the exchange traded fund’s stock after selling 1,120 shares during the period. Retirement Planning Group LLC’s holdings in iShares Russell 2000 ETF were worth $1,111,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Walkner Condon Financial Advisors LLC boosted its position in iShares Russell 2000 ETF by 0.3% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock worth $3,325,000 after purchasing an additional 45 shares in the last quarter. CM Wealth Advisors LLC raised its stake in shares of iShares Russell 2000 ETF by 0.8% during the 4th quarter. CM Wealth Advisors LLC now owns 5,531 shares of the exchange traded fund’s stock worth $1,222,000 after buying an additional 45 shares during the period. BOS Asset Management LLC lifted its position in shares of iShares Russell 2000 ETF by 2.9% during the 4th quarter. BOS Asset Management LLC now owns 1,612 shares of the exchange traded fund’s stock valued at $356,000 after buying an additional 45 shares in the last quarter. Sumitomo Mitsui Financial Group Inc. grew its stake in iShares Russell 2000 ETF by 5.1% in the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after acquiring an additional 48 shares during the period. Finally, Capital Group Private Client Services Inc. increased its holdings in iShares Russell 2000 ETF by 0.3% in the 4th quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock worth $3,984,000 after acquiring an additional 48 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

NYSEARCA:IWM opened at $208.44 on Thursday. The stock has a market capitalization of $62.50 billion, a PE ratio of 16.63 and a beta of 1.11. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $244.98. The company has a fifty day moving average of $196.47 and a two-hundred day moving average of $213.58.

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.