Antonelli Financial Advisors LLC Makes New $800,000 Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

Antonelli Financial Advisors LLC acquired a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 3,623 shares of the exchange traded fund’s stock, valued at approximately $800,000. iShares Russell 2000 ETF makes up about 0.7% of Antonelli Financial Advisors LLC’s portfolio, making the stock its 23rd largest holding.

A number of other institutional investors have also recently modified their holdings of the stock. Proficio Capital Partners LLC acquired a new position in iShares Russell 2000 ETF in the fourth quarter valued at about $4,672,147,000. Jones Financial Companies Lllp raised its position in shares of iShares Russell 2000 ETF by 4.4% in the 4th quarter. Jones Financial Companies Lllp now owns 8,441,577 shares of the exchange traded fund’s stock valued at $1,865,251,000 after buying an additional 352,358 shares in the last quarter. Empower Advisory Group LLC lifted its holdings in shares of iShares Russell 2000 ETF by 2.6% during the 4th quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock worth $1,740,740,000 after acquiring an additional 199,487 shares during the period. Toronto Dominion Bank boosted its position in shares of iShares Russell 2000 ETF by 3.7% during the 3rd quarter. Toronto Dominion Bank now owns 6,729,586 shares of the exchange traded fund’s stock worth $1,486,498,000 after acquiring an additional 243,160 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its position in shares of iShares Russell 2000 ETF by 50.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock worth $952,788,000 after acquiring an additional 1,446,443 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $205.06 on Friday. The firm has a 50 day simple moving average of $218.43 and a two-hundred day simple moving average of $222.76. iShares Russell 2000 ETF has a one year low of $191.34 and a one year high of $244.98. The company has a market cap of $66.28 billion, a P/E ratio of 16.20 and a beta of 1.19.

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.