iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Bought by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,152 shares of the exchange traded fund’s stock after purchasing an additional 1,157 shares during the period. JFS Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $6,220,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in IWM. Newbridge Financial Services Group Inc. purchased a new position in iShares Russell 2000 ETF in the 4th quarter valued at about $505,000. Ritholtz Wealth Management lifted its stake in shares of iShares Russell 2000 ETF by 7.7% in the fourth quarter. Ritholtz Wealth Management now owns 2,276 shares of the exchange traded fund’s stock worth $503,000 after acquiring an additional 162 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in iShares Russell 2000 ETF by 0.6% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 56,314 shares of the exchange traded fund’s stock valued at $12,443,000 after purchasing an additional 339 shares during the last quarter. Legacy Trust grew its stake in iShares Russell 2000 ETF by 1.0% during the 4th quarter. Legacy Trust now owns 30,400 shares of the exchange traded fund’s stock valued at $6,717,000 after purchasing an additional 295 shares in the last quarter. Finally, Aurelius Family Office LLC purchased a new stake in iShares Russell 2000 ETF during the 4th quarter worth approximately $1,244,000.

iShares Russell 2000 ETF Stock Down 0.1 %

Shares of IWM opened at $225.97 on Monday. The business’s 50 day moving average is $225.81 and its two-hundred day moving average is $223.16. iShares Russell 2000 ETF has a 52-week low of $191.34 and a 52-week high of $244.98.

iShares Russell 2000 ETF 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.