Sard Wealth Management Group LLC Cuts Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Sard Wealth Management Group LLC trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,019 shares of the exchange traded fund’s stock after selling 78 shares during the period. iShares Russell 2000 ETF comprises about 0.4% of Sard Wealth Management Group LLC’s investment portfolio, making the stock its 22nd biggest position. Sard Wealth Management Group LLC’s holdings in iShares Russell 2000 ETF were worth $667,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Healthcare of Ontario Pension Plan Trust Fund lifted its holdings in iShares Russell 2000 ETF by 16.7% in the 2nd quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 10,622,000 shares of the exchange traded fund’s stock worth $2,155,098,000 after purchasing an additional 1,520,000 shares in the last quarter. Empower Advisory Group LLC grew its holdings in iShares Russell 2000 ETF by 2.6% during the 3rd quarter. Empower Advisory Group LLC now owns 7,678,591 shares of the exchange traded fund’s stock valued at $1,696,124,000 after buying an additional 191,742 shares in the last quarter. Toronto Dominion Bank raised its position in shares of iShares Russell 2000 ETF by 3.7% during the third quarter. Toronto Dominion Bank now owns 6,729,586 shares of the exchange traded fund’s stock valued at $1,486,498,000 after buying an additional 243,160 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares Russell 2000 ETF by 50.5% in the third quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock worth $952,788,000 after buying an additional 1,446,443 shares in the last quarter. Finally, US Bancorp DE boosted its position in shares of iShares Russell 2000 ETF by 1.1% during the third quarter. US Bancorp DE now owns 3,878,944 shares of the exchange traded fund’s stock worth $856,843,000 after acquiring an additional 41,923 shares during the last quarter.

iShares Russell 2000 ETF Stock Up 0.2 %

IWM opened at $224.49 on Friday. The company has a fifty day moving average of $230.41 and a 200 day moving average of $221.04. iShares Russell 2000 ETF has a fifty-two week low of $187.52 and a fifty-two 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.