Trek Financial LLC Has $767,000 Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Trek Financial LLC trimmed its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,472 shares of the exchange traded fund’s stock after selling 70 shares during the quarter. Trek Financial LLC’s holdings in iShares Russell 2000 ETF were worth $767,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in IWM. Legacy Investment Solutions LLC acquired a new position in iShares Russell 2000 ETF during the third quarter valued at $25,000. Field & Main Bank purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth $27,000. Atala Financial Inc acquired a new stake in iShares Russell 2000 ETF during the fourth quarter valued at $27,000. Insight Inv LLC purchased a new position in iShares Russell 2000 ETF in the fourth quarter valued at about $30,000. Finally, Conquis Financial LLC acquired a new position in iShares Russell 2000 ETF in the 4th quarter worth about $30,000.

iShares Russell 2000 ETF Price Performance

Shares of iShares Russell 2000 ETF stock opened at $181.19 on Monday. The firm has a market cap of $58.01 billion, a price-to-earnings ratio of 15.93 and a beta of 1.12. The stock has a 50-day simple moving average of $213.12 and a 200-day simple moving average of $221.86. iShares Russell 2000 ETF has a 52-week low of $172.39 and a 52-week high of $244.98.

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.