Summit Wealth & Retirement Planning Inc. Sells 75 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Summit Wealth & Retirement Planning Inc. reduced its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,624 shares of the exchange traded fund’s stock after selling 75 shares during the period. iShares Russell 2000 ETF accounts for 1.8% of Summit Wealth & Retirement Planning Inc.’s holdings, making the stock its 14th biggest holding. Summit Wealth & Retirement Planning Inc.’s holdings in iShares Russell 2000 ETF were worth $5,883,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Ritholtz Wealth Management raised its position in shares of iShares Russell 2000 ETF by 7.7% during the fourth quarter. Ritholtz Wealth Management now owns 2,276 shares of the exchange traded fund’s stock worth $503,000 after purchasing an additional 162 shares during the period. Legacy Trust grew its holdings in shares of iShares Russell 2000 ETF by 1.0% during the fourth quarter. Legacy Trust now owns 30,400 shares of the exchange traded fund’s stock valued at $6,717,000 after buying an additional 295 shares during the last quarter. State of New Jersey Common Pension Fund D bought a new stake in shares of iShares Russell 2000 ETF during the third quarter worth about $88,890,000. GAMMA Investing LLC raised its holdings in shares of iShares Russell 2000 ETF by 39.5% in the 4th quarter. GAMMA Investing LLC now owns 3,853 shares of the exchange traded fund’s stock worth $851,000 after acquiring an additional 1,091 shares during the last quarter. Finally, Silverleafe Capital Partners LLC lifted its position in iShares Russell 2000 ETF by 89.6% in the 4th quarter. Silverleafe Capital Partners LLC now owns 8,490 shares of the exchange traded fund’s stock valued at $1,876,000 after acquiring an additional 4,012 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

IWM stock opened at $226.00 on Friday. The stock’s 50 day moving average is $227.23 and its 200-day moving average is $223.00. iShares Russell 2000 ETF has a twelve month low of $191.34 and a twelve month 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.