iShares Russell 2000 ETF $IWM Shares Sold by Surience Private Wealth LLC

Surience Private Wealth LLC lowered its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 43.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 20,770 shares of the exchange traded fund’s stock after selling 15,795 shares during the period. iShares Russell 2000 ETF makes up approximately 5.5% of Surience Private Wealth LLC’s portfolio, making the stock its 4th largest position. Surience Private Wealth LLC’s holdings in iShares Russell 2000 ETF were worth $5,151,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. DSG Capital Advisors LLC purchased a new stake in iShares Russell 2000 ETF during the 4th quarter worth about $1,354,000. Cobblestone Capital Advisors LLC NY lifted its holdings in iShares Russell 2000 ETF by 22.5% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 32,691 shares of the exchange traded fund’s stock valued at $7,910,000 after purchasing an additional 6,002 shares in the last quarter. Capstone Wealth Management Group LLC purchased a new position in iShares Russell 2000 ETF in the 3rd quarter valued at about $6,291,000. Westwood Wealth Management purchased a new position in iShares Russell 2000 ETF in the 4th quarter valued at about $820,000. Finally, Citizens Business Bank boosted its stake in shares of iShares Russell 2000 ETF by 15.9% during the 3rd quarter. Citizens Business Bank now owns 39,714 shares of the exchange traded fund’s stock worth $9,609,000 after purchasing an additional 5,456 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA IWM opened at $296.69 on Thursday. The company has a 50-day simple moving average of $283.86 and a 200-day simple moving average of $266.08. The company has a market cap of $82.39 billion, a PE ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a 12 month low of $211.89 and a 12 month high of $299.69.

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.