Montag A & Associates Inc. decreased its holdings in iShares Russell 2000 Index (NYSE:IWM) by 25.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 43,753 shares of the exchange traded fund’s stock after selling 14,591 shares during the quarter. Montag A & Associates Inc.’s holdings in iShares Russell 2000 Index were worth $6,483,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in IWM. Osborne Partners Capital Management LLC acquired a new position in shares of iShares Russell 2000 Index in the second quarter worth about $214,000. Investment Partners Ltd. OH ADV lifted its stake in shares of iShares Russell 2000 Index by 1.3% in the second quarter. Investment Partners Ltd. OH ADV now owns 6,964 shares of the exchange traded fund’s stock worth $981,000 after acquiring an additional 90 shares in the last quarter. Greenleaf Trust lifted its stake in shares of iShares Russell 2000 Index by 2,302.2% in the second quarter. Greenleaf Trust now owns 38,748 shares of the exchange traded fund’s stock worth $5,460,000 after acquiring an additional 37,135 shares in the last quarter. Berkshire Asset Management LLC PA lifted its stake in shares of iShares Russell 2000 Index by 10.9% in the second quarter. Berkshire Asset Management LLC PA now owns 8,295 shares of the exchange traded fund’s stock worth $1,169,000 after acquiring an additional 816 shares in the last quarter. Finally, Cue Financial Group Inc. lifted its stake in shares of iShares Russell 2000 Index by 4.3% in the second quarter. Cue Financial Group Inc. now owns 4,841 shares of the exchange traded fund’s stock worth $682,000 after acquiring an additional 200 shares in the last quarter.

iShares Russell 2000 Index (NYSE:IWM) traded down $0.70 during trading hours on Tuesday, hitting $145.92. The company had a trading volume of 6,384,038 shares. iShares Russell 2000 Index has a fifty-two week low of $124.55 and a fifty-two week high of $150.68.

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iShares Russell 2000 Index 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.

Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSE:IWM)

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