iShares Russell 2000 ETF $IWM Stock Purchased by Heffernan Advisory Inc.

Heffernan Advisory Inc. raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 203.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,732 shares of the exchange traded fund’s stock after acquiring an additional 1,832 shares during the period. iShares Russell 2000 ETF makes up 0.5% of Heffernan Advisory Inc.’s portfolio, making the stock its 21st biggest position. Heffernan Advisory Inc.’s holdings in iShares Russell 2000 ETF were worth $759,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently bought and sold shares of IWM. Sax Wealth Advisors LLC grew its holdings in shares of iShares Russell 2000 ETF by 172.4% during the third quarter. Sax Wealth Advisors LLC now owns 10,947 shares of the exchange traded fund’s stock valued at $3,042,000 after buying an additional 6,929 shares during the last quarter. NorthCrest Asset Manangement LLC raised its stake in shares of iShares Russell 2000 ETF by 6.6% in the third quarter. NorthCrest Asset Manangement LLC now owns 4,566 shares of the exchange traded fund’s stock worth $1,267,000 after purchasing an additional 282 shares during the last quarter. Value Investment Professionals LLC lifted its holdings in shares of iShares Russell 2000 ETF by 0.4% during the third quarter. Value Investment Professionals LLC now owns 9,025 shares of the exchange traded fund’s stock valued at $2,508,000 after purchasing an additional 39 shares in the last quarter. Mirador Capital Partners LP boosted its position in shares of iShares Russell 2000 ETF by 101.3% during the third quarter. Mirador Capital Partners LP now owns 2,564 shares of the exchange traded fund’s stock valued at $712,000 after buying an additional 1,290 shares during the last quarter. Finally, Kaizen Financial Strategies boosted its position in shares of iShares Russell 2000 ETF by 109.6% during the third quarter. Kaizen Financial Strategies now owns 2,114 shares of the exchange traded fund’s stock valued at $587,000 after buying an additional 24,151 shares during the last quarter.

iShares Russell 2000 ETF Trading Down 0.6%

NYSEARCA:IWM traded down $1.56 during mid-day trading on Tuesday, reaching $276.34. The company’s stock had a trading volume of 15,627,611 shares, compared to its average volume of 30,846,643. iShares Russell 2000 ETF has a 12-month low of $228.90 and a 12-month high of $305.18. The firm’s fifty day moving average price is $291.11 and its two-hundred day moving average price is $285.59. The stock has a market cap of $77.36 billion, a P/E ratio of 17.69 and a beta of 1.13.

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.