iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Sold by Bedell Frazier Investment Counselling LLC

Bedell Frazier Investment Counselling LLC cut its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 29.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,381 shares of the exchange traded fund’s stock after selling 590 shares during the period. Bedell Frazier Investment Counselling LLC’s holdings in iShares Russell 2000 ETF were worth $305,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in IWM. Peoples Bank KS grew its stake in shares of iShares Russell 2000 ETF by 1.3% in the fourth quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock worth $768,000 after acquiring an additional 45 shares in the last quarter. Transform Wealth LLC increased its stake in iShares Russell 2000 ETF by 1.6% in the fourth quarter. Transform Wealth LLC now owns 2,841 shares of the exchange traded fund’s stock valued at $628,000 after purchasing an additional 45 shares during the period. Walkner Condon Financial Advisors LLC increased its holdings in shares of iShares Russell 2000 ETF by 0.3% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock valued at $3,325,000 after purchasing an additional 45 shares during the period. Anchor Investment Management LLC raised its position in iShares Russell 2000 ETF by 6.8% during the 3rd quarter. Anchor Investment Management LLC now owns 743 shares of the exchange traded fund’s stock worth $164,000 after buying an additional 47 shares during the last quarter. Finally, Xcel Wealth Management LLC lifted its position in iShares Russell 2000 ETF by 3.1% in the fourth quarter. Xcel Wealth Management LLC now owns 1,627 shares of the exchange traded fund’s stock valued at $360,000 after purchasing an additional 49 shares during the period.

iShares Russell 2000 ETF Stock Performance

Shares of NYSEARCA IWM opened at $200.45 on Monday. iShares Russell 2000 ETF has a one year low of $191.34 and a one year high of $244.98. The firm has a market capitalization of $64.79 billion, a P/E ratio of 16.20 and a beta of 1.19. The company’s fifty day moving average is $216.50 and its two-hundred day moving average is $222.66.

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.