iShares Russell 2000 ETF $IWM is Great Waters Wealth Management’s 9th Largest Position

Great Waters Wealth Management decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.3% in the 2nd quarter, Holdings Channel.com reports. The fund owned 72,850 shares of the exchange traded fund’s stock after selling 4,898 shares during the quarter. iShares Russell 2000 ETF makes up about 2.0% of Great Waters Wealth Management’s holdings, making the stock its 9th biggest holding. Great Waters Wealth Management’s holdings in iShares Russell 2000 ETF were worth $21,888,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in iShares Russell 2000 ETF by 2.6% in the fourth quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock valued at $19,385,000 after buying an additional 2,221 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of iShares Russell 2000 ETF by 13.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock valued at $2,703,000 after acquiring an additional 1,431 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of iShares Russell 2000 ETF by 16.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock valued at $1,855,000 after acquiring an additional 1,300 shares during the last quarter. FSC Wealth Advisors LLC raised its stake in shares of iShares Russell 2000 ETF by 416.6% in the 2nd quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock valued at $4,859,000 after acquiring an additional 18,157 shares during the period. Finally, Sei Investments Co. raised its stake in shares of iShares Russell 2000 ETF by 22.3% in the 2nd quarter. Sei Investments Co. now owns 16,320 shares of the exchange traded fund’s stock valued at $3,522,000 after acquiring an additional 2,975 shares during the period.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $301.56 on Monday. The firm’s 50 day moving average price is $294.09 and its 200-day moving average price is $275.48. iShares Russell 2000 ETF has a one year low of $219.74 and a one year high of $303.06. The firm has a market cap of $83.00 billion, a P/E ratio of 17.69 and a beta of 1.11.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.