Holistic Financial Partners Decreases Stock Holdings in iShares Russell 2000 ETF $IWM

Holistic Financial Partners reduced its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,225 shares of the exchange traded fund’s stock after selling 371 shares during the quarter. iShares Russell 2000 ETF accounts for 1.4% of Holistic Financial Partners’ portfolio, making the stock its 16th largest position. Holistic Financial Partners’ holdings in iShares Russell 2000 ETF were worth $3,285,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of IWM. Goldman Sachs Group Inc. grew its stake in iShares Russell 2000 ETF by 1,186.6% during the first quarter. Goldman Sachs Group Inc. now owns 51,271,785 shares of the exchange traded fund’s stock worth $10,228,208,000 after buying an additional 47,286,837 shares during the period. JPMorgan Chase & Co. grew its stake in iShares Russell 2000 ETF by 59.8% during the first quarter. JPMorgan Chase & Co. now owns 6,044,142 shares of the exchange traded fund’s stock worth $1,205,746,000 after buying an additional 2,262,696 shares during the period. Canada Pension Plan Investment Board grew its stake in iShares Russell 2000 ETF by 74.7% during the first quarter. Canada Pension Plan Investment Board now owns 3,010,000 shares of the exchange traded fund’s stock worth $600,465,000 after buying an additional 1,287,000 shares during the period. 59 North Capital Management LP grew its stake in iShares Russell 2000 ETF by 107.8% during the first quarter. 59 North Capital Management LP now owns 1,731,163 shares of the exchange traded fund’s stock worth $345,350,000 after buying an additional 898,067 shares during the period. Finally, Alaska Permanent Fund Corp grew its stake in iShares Russell 2000 ETF by 286.9% during the first quarter. Alaska Permanent Fund Corp now owns 1,197,502 shares of the exchange traded fund’s stock worth $233,345,000 after buying an additional 887,984 shares during the period.

iShares Russell 2000 ETF Stock Down 0.3%

IWM opened at $245.44 on Tuesday. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $252.77. The company has a 50 day moving average of $242.18 and a two-hundred day moving average of $223.18. The company has a market cap of $68.23 billion, a P/E ratio of 17.69 and a beta of 1.13.

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.