Bernard Wealth Management Corp. Has $1.29 Million Holdings in iShares Russell 2000 ETF $IWM

Bernard Wealth Management Corp. boosted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,976 shares of the exchange traded fund’s stock after buying an additional 47 shares during the period. iShares Russell 2000 ETF comprises 0.6% of Bernard Wealth Management Corp.’s investment portfolio, making the stock its 29th largest holding. Bernard Wealth Management Corp.’s holdings in iShares Russell 2000 ETF were worth $1,290,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of IWM. Brighton Jones LLC raised its holdings in iShares Russell 2000 ETF by 2.6% during the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock worth $19,385,000 after buying an additional 2,221 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of iShares Russell 2000 ETF by 13.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock valued at $2,703,000 after purchasing an additional 1,431 shares during the period. GAMMA Investing LLC increased its holdings in shares of iShares Russell 2000 ETF by 29.9% in the 1st quarter. GAMMA Investing LLC now owns 5,006 shares of the exchange traded fund’s stock valued at $999,000 after purchasing an additional 1,153 shares during the period. Sapient Capital LLC increased its holdings in shares of iShares Russell 2000 ETF by 24.6% in the 1st quarter. Sapient Capital LLC now owns 2,192 shares of the exchange traded fund’s stock valued at $437,000 after purchasing an additional 433 shares during the period. Finally, Legacy Trust increased its holdings in shares of iShares Russell 2000 ETF by 2.6% in the 1st quarter. Legacy Trust now owns 31,188 shares of the exchange traded fund’s stock valued at $6,222,000 after purchasing an additional 788 shares during the period.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $237.79 on Friday. The company has a market capitalization of $67.57 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $248.48. The business’s 50-day moving average is $235.37 and its 200-day moving average is $216.18.

About iShares Russell 2000 ETF

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.