iShares Russell 2000 ETF $IWM is Guardian Wealth Advisors LLC’s 3rd Largest Position

Guardian Wealth Advisors LLC decreased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 78,359 shares of the exchange traded fund’s stock after selling 1,813 shares during the quarter. iShares Russell 2000 ETF comprises 10.9% of Guardian Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Guardian Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $19,289,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Moody Lynn & Lieberson LLC raised its position in iShares Russell 2000 ETF by 0.8% in the 4th quarter. Moody Lynn & Lieberson LLC now owns 5,103 shares of the exchange traded fund’s stock valued at $1,256,000 after purchasing an additional 41 shares during the last quarter. Northern Financial Advisors Inc raised its position in iShares Russell 2000 ETF by 4.1% in the 3rd quarter. Northern Financial Advisors Inc now owns 1,144 shares of the exchange traded fund’s stock valued at $277,000 after purchasing an additional 45 shares during the last quarter. Punch & Associates Investment Management Inc. raised its position in iShares Russell 2000 ETF by 32.1% in the 3rd quarter. Punch & Associates Investment Management Inc. now owns 185 shares of the exchange traded fund’s stock valued at $45,000 after purchasing an additional 45 shares during the last quarter. Ameriflex Group Inc. raised its position in iShares Russell 2000 ETF by 8.1% in the 3rd quarter. Ameriflex Group Inc. now owns 642 shares of the exchange traded fund’s stock valued at $155,000 after purchasing an additional 48 shares during the last quarter. Finally, Financial Management Professionals Inc. raised its position in iShares Russell 2000 ETF by 7.4% in the 4th quarter. Financial Management Professionals Inc. now owns 700 shares of the exchange traded fund’s stock valued at $172,000 after purchasing an additional 48 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

IWM stock opened at $279.28 on Monday. The company has a fifty day moving average price of $259.19 and a 200 day moving average price of $254.73. iShares Russell 2000 ETF has a 12 month low of $195.64 and a 12 month high of $279.81. The company has a market cap of $77.56 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.