Oakwell Private Wealth Management LLC Lowers Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Oakwell Private Wealth Management LLC lessened its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,553 shares of the exchange traded fund’s stock after selling 108 shares during the period. iShares Russell 2000 ETF accounts for about 0.6% of Oakwell Private Wealth Management LLC’s portfolio, making the stock its 20th largest position. Oakwell Private Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $2,111,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Pointe Capital Management LLC increased its position in shares of iShares Russell 2000 ETF by 4.7% during the fourth quarter. Pointe Capital Management LLC now owns 6,528 shares of the exchange traded fund’s stock worth $1,443,000 after acquiring an additional 295 shares during the period. Sincerus Advisory LLC purchased a new stake in iShares Russell 2000 ETF in the fourth quarter worth about $3,132,000. Sabal Trust CO boosted its stake in shares of iShares Russell 2000 ETF by 1.1% during the fourth quarter. Sabal Trust CO now owns 11,128 shares of the exchange traded fund’s stock valued at $2,459,000 after purchasing an additional 123 shares in the last quarter. Lake Street Advisors Group LLC increased its holdings in shares of iShares Russell 2000 ETF by 16.1% in the 4th quarter. Lake Street Advisors Group LLC now owns 35,480 shares of the exchange traded fund’s stock valued at $7,840,000 after acquiring an additional 4,922 shares during the period. Finally, Daner Wealth Management LLC purchased a new position in iShares Russell 2000 ETF during the 4th quarter worth $313,000.

iShares Russell 2000 ETF Trading Down 0.4 %

NYSEARCA IWM opened at $215.41 on Wednesday. The company has a fifty day simple moving average of $223.96 and a two-hundred day simple moving average of $223.89. iShares Russell 2000 ETF has a 12-month low of $191.34 and a 12-month high of $244.98. The stock has a market cap of $69.00 billion, a P/E ratio of 16.97 and a beta of 1.17.

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.