RMR Wealth Builders Has $7.96 Million Stock Holdings in iShares Russell 2000 ETF $IWM

RMR Wealth Builders grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,872 shares of the exchange traded fund’s stock after purchasing an additional 268 shares during the quarter. iShares Russell 2000 ETF comprises about 0.7% of RMR Wealth Builders’ portfolio, making the stock its 25th biggest position. RMR Wealth Builders’ holdings in iShares Russell 2000 ETF were worth $7,957,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Apella Capital LLC lifted its stake in shares of iShares Russell 2000 ETF by 6.6% in the 2nd quarter. Apella Capital LLC now owns 11,366 shares of the exchange traded fund’s stock valued at $2,498,000 after purchasing an additional 708 shares during the period. Cultivar Capital Inc. lifted its stake in shares of iShares Russell 2000 ETF by 4.5% in the 2nd quarter. Cultivar Capital Inc. now owns 3,203 shares of the exchange traded fund’s stock valued at $691,000 after purchasing an additional 138 shares during the period. Parallel Advisors LLC raised its stake in iShares Russell 2000 ETF by 12.2% during the 2nd quarter. Parallel Advisors LLC now owns 26,646 shares of the exchange traded fund’s stock worth $5,750,000 after buying an additional 2,894 shares during the period. Horizons Wealth Management raised its stake in iShares Russell 2000 ETF by 30.4% during the 2nd quarter. Horizons Wealth Management now owns 712 shares of the exchange traded fund’s stock worth $154,000 after buying an additional 166 shares during the period. Finally, Upper Left Wealth Management LLC raised its stake in iShares Russell 2000 ETF by 17.4% during the 2nd quarter. Upper Left Wealth Management LLC now owns 3,078 shares of the exchange traded fund’s stock worth $664,000 after buying an additional 456 shares during the period.

iShares Russell 2000 ETF Stock Performance

IWM stock opened at $238.34 on Monday. The stock’s 50 day simple moving average is $227.19 and its 200 day simple moving average is $211.11. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $244.98. The company has a market cap of $68.17 billion, a P/E ratio of 17.69 and a beta of 1.15.

iShares Russell 2000 ETF Company 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.