iShares Russell 2000 ETF (NYSEARCA:IWM) Stake Cut by Transform Wealth LLC

Transform Wealth LLC decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 27.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,047 shares of the exchange traded fund’s stock after selling 794 shares during the period. Transform Wealth LLC’s holdings in iShares Russell 2000 ETF were worth $408,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Atala Financial Inc bought a new stake in shares of iShares Russell 2000 ETF during the 4th quarter valued at about $27,000. Conquis Financial LLC bought a new position in iShares Russell 2000 ETF in the fourth quarter worth about $30,000. Navigoe LLC acquired a new position in iShares Russell 2000 ETF in the fourth quarter valued at approximately $33,000. Marshall Investment Management LLC bought a new position in shares of iShares Russell 2000 ETF during the fourth quarter valued at approximately $35,000. Finally, Family Management Corp raised its position in shares of iShares Russell 2000 ETF by 224.5% during the 4th quarter. Family Management Corp now owns 159 shares of the exchange traded fund’s stock worth $35,000 after purchasing an additional 110 shares during the period.

iShares Russell 2000 ETF Trading Down 0.4%

Shares of NYSEARCA IWM opened at $213.63 on Thursday. iShares Russell 2000 ETF has a 12-month low of $171.73 and a 12-month high of $244.98. The company has a market cap of $64.06 billion, a price-to-earnings ratio of 16.63 and a beta of 1.11. The stock’s 50 day simple moving average is $198.26 and its 200 day simple moving average is $212.88.

iShares Russell 2000 ETF 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.