iShares Russell 2000 ETF (NYSEARCA:IWM) Stake Raised by Sound View Wealth Advisors Group LLC

Sound View Wealth Advisors Group LLC boosted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,873 shares of the exchange traded fund’s stock after acquiring an additional 287 shares during the quarter. Sound View Wealth Advisors Group LLC’s holdings in iShares Russell 2000 ETF were worth $3,065,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Sowell Financial Services LLC grew its stake in iShares Russell 2000 ETF by 17.4% during the 4th quarter. Sowell Financial Services LLC now owns 45,559 shares of the exchange traded fund’s stock valued at $10,067,000 after acquiring an additional 6,748 shares in the last quarter. Coordinated Financial Services Inc. purchased a new position in iShares Russell 2000 ETF during the 4th quarter valued at about $1,438,000. Axis Wealth Partners LLC purchased a new position in iShares Russell 2000 ETF during the 4th quarter valued at about $278,000. Pillar Financial Advisors LLC purchased a new position in iShares Russell 2000 ETF during the 4th quarter valued at about $120,000. Finally, Oak Harbor Wealth Partners LLC grew its stake in shares of iShares Russell 2000 ETF by 10.5% in the 4th quarter. Oak Harbor Wealth Partners LLC now owns 20,293 shares of the exchange traded fund’s stock valued at $4,484,000 after buying an additional 1,930 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of NYSEARCA IWM opened at $205.95 on Friday. The stock has a market cap of $65.97 billion, a price-to-earnings ratio of 16.97 and a beta of 1.17. The business has a 50 day simple moving average of $221.94 and a 200 day simple moving average of $223.77. iShares Russell 2000 ETF has a 52 week low of $191.34 and a 52 week high of $244.98.

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.