Great Waters Wealth Management Has $19.28 Million Holdings in iShares Russell 2000 ETF $IWM

Great Waters Wealth Management lessened its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 77,748 shares of the exchange traded fund’s stock after selling 5,229 shares during the quarter. iShares Russell 2000 ETF accounts for 2.0% of Great Waters Wealth Management’s portfolio, making the stock its 10th biggest holding. Great Waters Wealth Management’s holdings in iShares Russell 2000 ETF were worth $19,281,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of iShares Russell 2000 ETF by 2.6% in the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock worth $19,385,000 after purchasing an additional 2,221 shares during the period. Revolve Wealth Partners LLC grew its position in iShares Russell 2000 ETF by 13.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock valued at $2,703,000 after buying an additional 1,431 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in iShares Russell 2000 ETF by 16.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock valued at $1,855,000 after buying an additional 1,300 shares during the period. FSC Wealth Advisors LLC increased its holdings in iShares Russell 2000 ETF by 416.6% during the second quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock valued at $4,859,000 after buying an additional 18,157 shares during the last quarter. Finally, Sei Investments Co. increased its holdings in iShares Russell 2000 ETF by 22.3% during the second quarter. Sei Investments Co. now owns 16,320 shares of the exchange traded fund’s stock valued at $3,522,000 after buying an additional 2,975 shares during the last quarter.

iShares Russell 2000 ETF Trading Down 1.0%

IWM opened at $295.32 on Wednesday. The firm’s 50 day simple moving average is $283.23 and its two-hundred day simple moving average is $265.77. The company has a market capitalization of $82.01 billion, a PE ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a 1-year low of $211.89 and a 1-year high of $299.49.

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.