Three Bridge Wealth Advisors LLC lifted its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 32.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,212 shares of the exchange traded fund’s stock after acquiring an additional 4,750 shares during the period. iShares Russell 2000 ETF accounts for 1.5% of Three Bridge Wealth Advisors LLC’s holdings, making the stock its 17th largest position. Three Bridge Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $4,245,000 at the end of the most recent quarter.
Other large investors have also recently made changes to their positions in the company. Legacy Investment Solutions LLC acquired a new stake in iShares Russell 2000 ETF in the 3rd quarter valued at about $25,000. Northwest Investment Counselors LLC purchased a new stake in shares of iShares Russell 2000 ETF in the third quarter valued at approximately $26,000. PSI Advisors LLC increased its holdings in shares of iShares Russell 2000 ETF by 116.7% in the third quarter. PSI Advisors LLC now owns 117 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 63 shares during the last quarter. Field & Main Bank purchased a new position in iShares Russell 2000 ETF during the fourth quarter worth approximately $27,000. Finally, Insight Inv LLC acquired a new position in iShares Russell 2000 ETF during the fourth quarter worth $30,000.
iShares Russell 2000 ETF Stock Down 0.9 %
Shares of IWM opened at $223.62 on Thursday. iShares Russell 2000 ETF has a 52-week low of $191.34 and a 52-week high of $244.98. The stock has a fifty day simple moving average of $226.65 and a two-hundred day simple moving average of $223.10.
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.
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