Soltis Investment Advisors LLC Has $1.13 Million Holdings in iShares Russell 2000 ETF $IWM

Soltis Investment Advisors LLC lowered its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 11.6% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 5,218 shares of the exchange traded fund’s stock after selling 684 shares during the period. Soltis Investment Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $1,126,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bernard Wealth Management Corp. raised its position in iShares Russell 2000 ETF by 0.8% in the 2nd quarter. Bernard Wealth Management Corp. now owns 5,976 shares of the exchange traded fund’s stock valued at $1,290,000 after buying an additional 47 shares during the last quarter. Ironwood Investment Counsel LLC grew its stake in shares of iShares Russell 2000 ETF by 2.8% in the 1st quarter. Ironwood Investment Counsel LLC now owns 1,835 shares of the exchange traded fund’s stock worth $366,000 after acquiring an additional 50 shares in the last quarter. Occidental Asset Management LLC raised its holdings in shares of iShares Russell 2000 ETF by 1.5% in the second quarter. Occidental Asset Management LLC now owns 3,396 shares of the exchange traded fund’s stock valued at $733,000 after purchasing an additional 51 shares during the last quarter. USAdvisors Wealth Management LLC raised its holdings in shares of iShares Russell 2000 ETF by 0.6% in the first quarter. USAdvisors Wealth Management LLC now owns 9,385 shares of the exchange traded fund’s stock valued at $1,872,000 after purchasing an additional 53 shares during the last quarter. Finally, Catalyst Financial Partners LLC lifted its position in shares of iShares Russell 2000 ETF by 1.0% during the first quarter. Catalyst Financial Partners LLC now owns 5,302 shares of the exchange traded fund’s stock valued at $1,058,000 after purchasing an additional 55 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $240.35 on Friday. The company has a 50-day simple moving average of $242.57 and a two-hundred day simple moving average of $223.83. The company has a market capitalization of $66.56 billion, a price-to-earnings ratio of 17.69 and a beta of 1.13. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $252.77.

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.