iShares Russell 2000 ETF (NYSEARCA:IWM) Stock Holdings Trimmed by Financial Life Planners

Financial Life Planners trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 15.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,437 shares of the exchange traded fund’s stock after selling 2,328 shares during the quarter. iShares Russell 2000 ETF comprises approximately 2.4% of Financial Life Planners’ portfolio, making the stock its 8th largest holding. Financial Life Planners’ holdings in iShares Russell 2000 ETF were worth $2,481,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. CM Wealth Advisors LLC raised its position 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 valued at $1,222,000 after buying an additional 45 shares during the period. BOS Asset Management LLC raised 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 during the period. Sumitomo Mitsui Financial Group Inc. raised its position in shares of iShares Russell 2000 ETF by 5.1% during the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after buying an additional 48 shares during the period. Capital Group Private Client Services Inc. raised its position in shares of iShares Russell 2000 ETF by 0.3% during the 4th quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock valued at $3,984,000 after buying an additional 48 shares during the period. Finally, Xcel Wealth Management LLC raised its position in shares of iShares Russell 2000 ETF by 3.1% during the 4th quarter. Xcel Wealth Management LLC now owns 1,627 shares of the exchange traded fund’s stock valued at $360,000 after buying an additional 49 shares during the period.

iShares Russell 2000 ETF Stock Performance

IWM stock opened at $214.47 on Wednesday. The firm has a market cap of $63.38 billion, a PE ratio of 17.69 and a beta of 1.11. The firm’s 50 day moving average price is $203.21 and its 200-day moving average price is $210.81. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $244.98.

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.