Perissos Private Wealth Management LLC Has $3.76 Million Stake in iShares Russell 2000 ETF $IWM

Perissos Private Wealth Management LLC lessened its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 42.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,256 shares of the exchange traded fund’s stock after selling 11,396 shares during the period. iShares Russell 2000 ETF makes up about 3.2% of Perissos Private Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Perissos Private Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $3,755,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. DSG Capital Advisors LLC bought a new position in iShares Russell 2000 ETF during the 4th quarter valued at approximately $1,354,000. Angeles Investment Advisors LLC increased its position in iShares Russell 2000 ETF by 29,431.2% during the 3rd quarter. Angeles Investment Advisors LLC now owns 224,142 shares of the exchange traded fund’s stock valued at $54,233,000 after buying an additional 223,383 shares in the last quarter. Cobblestone Capital Advisors LLC NY increased its position in iShares Russell 2000 ETF by 22.5% during 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 buying an additional 6,002 shares in the last quarter. Capstone Wealth Management Group LLC bought a new position in iShares Russell 2000 ETF during the 3rd quarter valued at approximately $6,291,000. Finally, State of Wyoming increased its holdings in shares of iShares Russell 2000 ETF by 241.9% in the 3rd quarter. State of Wyoming now owns 5,300 shares of the exchange traded fund’s stock worth $1,282,000 after purchasing an additional 3,750 shares in the last quarter.

iShares Russell 2000 ETF Trading Up 1.9%

iShares Russell 2000 ETF stock opened at $290.51 on Wednesday. The firm has a market cap of $80.67 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11. The stock has a fifty day simple moving average of $267.06 and a two-hundred day simple moving average of $258.80. iShares Russell 2000 ETF has a 12 month low of $202.67 and a 12 month high of $290.55.

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.