iShares Russell 2000 ETF $IWM is Great Waters Wealth Management’s 10th Largest Position

Great Waters Wealth Management trimmed its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,748 shares of the exchange traded fund’s stock after selling 5,229 shares during the quarter. iShares Russell 2000 ETF accounts for 2.0% of Great Waters Wealth Management’s portfolio, making the stock its 10th biggest holding. Great Waters Wealth Management’s holdings in iShares Russell 2000 ETF were worth $19,281,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC grew its holdings in shares of iShares Russell 2000 ETF by 2.6% during the fourth quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock valued at $19,385,000 after buying an additional 2,221 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in iShares Russell 2000 ETF by 13.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock valued at $2,703,000 after acquiring an additional 1,431 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in iShares Russell 2000 ETF by 16.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock valued at $1,855,000 after acquiring an additional 1,300 shares during the period. FSC Wealth Advisors LLC boosted its holdings in shares of iShares Russell 2000 ETF by 416.6% during the 2nd quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock valued at $4,859,000 after acquiring an additional 18,157 shares during the last quarter. Finally, Sei Investments Co. boosted its holdings in shares of iShares Russell 2000 ETF by 22.3% during the 2nd quarter. Sei Investments Co. now owns 16,320 shares of the exchange traded fund’s stock valued at $3,522,000 after acquiring an additional 2,975 shares during the last quarter.

iShares Russell 2000 ETF Stock Down 1.0%

IWM opened at $295.32 on Wednesday. The firm has a 50 day moving average price of $283.23 and a 200-day moving average price of $265.77. iShares Russell 2000 ETF has a twelve month low of $211.89 and a twelve month high of $299.49. The stock has a market capitalization of $82.01 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.