iShares Russell 2000 ETF $IWM Stock: Horizon Wealth Management LLC Trims Stake

Horizon Wealth Management LLC cut its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 98.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,695 shares of the exchange traded fund’s stock after selling 93,291 shares during the quarter. Horizon Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $471,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Gutierrez Wealth Advisory LLC boosted its holdings in shares of iShares Russell 2000 ETF by 14.5% in the 3rd quarter. Gutierrez Wealth Advisory LLC now owns 1,829 shares of the exchange traded fund’s stock worth $508,000 after buying an additional 231 shares during the last quarter. Quest 10 Wealth Builders Inc. grew its position in iShares Russell 2000 ETF by 42.9% during the third quarter. Quest 10 Wealth Builders Inc. now owns 130 shares of the exchange traded fund’s stock valued at $36,000 after buying an additional 39 shares during the period. Wealth Dimensions Group Ltd. increased its holdings in iShares Russell 2000 ETF by 5.6% during the third quarter. Wealth Dimensions Group Ltd. now owns 3,562 shares of the exchange traded fund’s stock worth $990,000 after buying an additional 189 shares during the last quarter. Jacksonville Wealth Management LLC increased its holdings in iShares Russell 2000 ETF by 16.7% during the third quarter. Jacksonville Wealth Management LLC now owns 31,518 shares of the exchange traded fund’s stock worth $8,758,000 after buying an additional 4,503 shares during the last quarter. Finally, Boston Trust Walden Corp increased its holdings in iShares Russell 2000 ETF by 13.0% during the third quarter. Boston Trust Walden Corp now owns 25,266 shares of the exchange traded fund’s stock worth $7,021,000 after buying an additional 2,914 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $270.98 on Friday. The firm has a market cap of $73.21 billion, a price-to-earnings ratio of 17.69 and a beta of 1.14. The firm’s 50-day simple moving average is $282.63 and its two-hundred day simple moving average is $278.85. iShares Russell 2000 ETF has a 52 week low of $228.90 and a 52 week high of $305.18.

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.