Montag A & Associates Inc. Reduces Stake in iShares Russell 2000 ETF $IWM

Montag A & Associates Inc. lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 21.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,288 shares of the exchange traded fund’s stock after selling 5,843 shares during the period. Montag A & Associates Inc.’s holdings in iShares Russell 2000 ETF were worth $5,240,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the company. WJ Financial Advisors LLC purchased a new stake in iShares Russell 2000 ETF in the fourth quarter valued at approximately $207,000. Woodard & Co. Asset Management Group Inc. ADV boosted its position in iShares Russell 2000 ETF by 10,850.0% in the 4th quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 21,900 shares of the exchange traded fund’s stock worth $5,391,000 after purchasing an additional 21,700 shares in the last quarter. Oak Harbor Wealth Partners LLC boosted its position in iShares Russell 2000 ETF by 3.2% in the 4th quarter. Oak Harbor Wealth Partners LLC now owns 22,103 shares of the exchange traded fund’s stock worth $5,441,000 after purchasing an additional 693 shares in the last quarter. PKO Investment Management Joint Stock Co boosted its position in iShares Russell 2000 ETF by 18.9% in the 4th quarter. PKO Investment Management Joint Stock Co now owns 38,033 shares of the exchange traded fund’s stock worth $9,362,000 after purchasing an additional 6,033 shares in the last quarter. Finally, Legacy Edge Advisors LLC purchased a new stake in iShares Russell 2000 ETF in the 4th quarter worth approximately $3,282,000.

iShares Russell 2000 ETF Trading Up 0.5%

iShares Russell 2000 ETF stock opened at $279.28 on Friday. iShares Russell 2000 ETF has a 12 month low of $195.64 and a 12 month high of $279.81. The stock’s 50 day simple moving average is $259.19 and its two-hundred day simple moving average is $254.68. The firm has a market cap of $77.56 billion, a PE ratio of 17.69 and a beta of 1.11.

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