iShares Russell 2000 ETF (NYSEARCA:IWM) is TRUE Private Wealth Advisors’ 8th Largest Position

TRUE Private Wealth Advisors trimmed its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 134,978 shares of the exchange traded fund’s stock after selling 1,045 shares during the quarter. iShares Russell 2000 ETF comprises 3.6% of TRUE Private Wealth Advisors’ holdings, making the stock its 8th largest position. TRUE Private Wealth Advisors’ holdings in iShares Russell 2000 ETF were worth $29,825,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Peoples Bank KS grew its position in shares of iShares Russell 2000 ETF by 1.3% during the 4th quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock valued at $768,000 after acquiring an additional 45 shares during the period. Transform Wealth LLC boosted its holdings in iShares Russell 2000 ETF by 1.6% in the 4th quarter. Transform Wealth LLC now owns 2,841 shares of the exchange traded fund’s stock valued at $628,000 after purchasing an additional 45 shares during the last quarter. Walkner Condon Financial Advisors LLC lifted its stake in shares of iShares Russell 2000 ETF by 0.3% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock valued at $3,325,000 after purchasing an additional 45 shares during the last quarter. Anchor Investment Management LLC lifted its holdings in shares of iShares Russell 2000 ETF by 6.8% in the 3rd quarter. Anchor Investment Management LLC now owns 743 shares of the exchange traded fund’s stock worth $164,000 after acquiring an additional 47 shares during the last quarter. Finally, Sumitomo Mitsui Financial Group Inc. raised its holdings in shares of iShares Russell 2000 ETF by 5.1% in the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after buying an additional 48 shares during the period.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $174.82 on Wednesday. The company has a 50 day moving average price of $210.11 and a 200 day moving average price of $220.90. iShares Russell 2000 ETF has a fifty-two week low of $170.35 and a fifty-two week high of $244.98. The stock has a market capitalization of $55.97 billion, a P/E ratio of 15.93 and a beta of 1.12.

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.