4,034 Shares in iShares Russell 2000 ETF $IWM Bought by Providence Financial Advisors LLC

Providence Financial Advisors LLC acquired a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 4,034 shares of the exchange traded fund’s stock, valued at approximately $976,000. iShares Russell 2000 ETF makes up about 0.9% of Providence Financial Advisors LLC’s investment portfolio, making the stock its 15th largest holding.

Several other institutional investors have also modified their holdings of the stock. Cosner Financial Group LLC raised its position in shares of iShares Russell 2000 ETF by 6.5% during the 3rd quarter. Cosner Financial Group LLC now owns 9,514 shares of the exchange traded fund’s stock worth $2,302,000 after purchasing an additional 580 shares during the last quarter. WealthBridge Capital Management LLC increased its stake in iShares Russell 2000 ETF by 22.8% during the 3rd quarter. WealthBridge Capital Management LLC now owns 19,518 shares of the exchange traded fund’s stock worth $4,723,000 after buying an additional 3,629 shares in the last quarter. Presidio Capital Management LLC increased its stake in iShares Russell 2000 ETF by 114.5% during the 3rd quarter. Presidio Capital Management LLC now owns 3,292 shares of the exchange traded fund’s stock worth $797,000 after buying an additional 1,757 shares in the last quarter. Calton & Associates Inc. raised its holdings in shares of iShares Russell 2000 ETF by 1.5% during the third quarter. Calton & Associates Inc. now owns 18,545 shares of the exchange traded fund’s stock valued at $4,487,000 after acquiring an additional 279 shares during the last quarter. Finally, Investment Partners LTD. lifted its position in shares of iShares Russell 2000 ETF by 3.1% in the third quarter. Investment Partners LTD. now owns 3,532 shares of the exchange traded fund’s stock valued at $855,000 after acquiring an additional 106 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA:IWM opened at $262.96 on Monday. iShares Russell 2000 ETF has a 1 year low of $171.73 and a 1 year high of $271.60. The firm has a market capitalization of $74.90 billion, a PE ratio of 17.69 and a beta of 1.13. The business’s 50 day moving average price is $257.83 and its 200-day moving average price is $245.44.

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.