LJI Wealth Management LLC Grows Stake in iShares Russell 2000 ETF $IWM

LJI Wealth Management LLC boosted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 116,909 shares of the exchange traded fund’s stock after acquiring an additional 7,047 shares during the quarter. iShares Russell 2000 ETF accounts for approximately 4.4% of LJI Wealth Management LLC’s holdings, making the stock its 6th largest position. LJI Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $28,778,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in iShares Russell 2000 ETF by 2.6% during the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock valued at $19,385,000 after acquiring an additional 2,221 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of iShares Russell 2000 ETF by 13.2% during the 4th 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 lifted its holdings in shares of iShares Russell 2000 ETF by 16.3% during the 1st 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 lifted its holdings in shares of iShares Russell 2000 ETF by 416.6% during the 2nd 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 period. Finally, Sei Investments Co. lifted its holdings in shares of iShares Russell 2000 ETF by 22.3% during the 2nd 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 period.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $284.17 on Friday. The business’s fifty day moving average price is $260.45 and its 200-day moving average price is $255.52. The stock has a market capitalization of $78.91 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a 1-year low of $199.65 and a 1-year high of $287.58.

About iShares Russell 2000 ETF

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.