Evercore Wealth Management LLC lifted its stake in iShares Russell 2000 Index (NYSE:IWM) by 1.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,157 shares of the exchange traded fund’s stock after acquiring an additional 305 shares during the period. Evercore Wealth Management LLC’s holdings in iShares Russell 2000 Index were worth $2,699,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Capital Analysts LLC grew its stake in shares of iShares Russell 2000 Index by 19.0% in the second quarter. Capital Analysts LLC now owns 734 shares of the exchange traded fund’s stock worth $103,000 after acquiring an additional 117 shares during the last quarter. Grove Bank & Trust grew its stake in shares of iShares Russell 2000 Index by 19.6% in the second quarter. Grove Bank & Trust now owns 762 shares of the exchange traded fund’s stock worth $107,000 after acquiring an additional 125 shares during the last quarter. Barnett & Company Inc. grew its stake in shares of iShares Russell 2000 Index by 388.9% in the second quarter. Barnett & Company Inc. now owns 880 shares of the exchange traded fund’s stock worth $124,000 after acquiring an additional 700 shares during the last quarter. Carroll Financial Associates Inc. grew its stake in shares of iShares Russell 2000 Index by 64.9% in the second quarter. Carroll Financial Associates Inc. now owns 930 shares of the exchange traded fund’s stock worth $131,000 after acquiring an additional 366 shares during the last quarter. Finally, BDO Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 Index in the second quarter worth $137,000.

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About iShares Russell 2000 Index

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.

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

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