Hillcrest Wealth Advisors NY LLC Purchases 7,302 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Hillcrest Wealth Advisors NY LLC lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWMGet Rating) by 11.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,152 shares of the exchange traded fund’s stock after purchasing an additional 7,302 shares during the quarter. iShares Russell 2000 ETF accounts for 8.1% of Hillcrest Wealth Advisors NY LLC’s investment portfolio, making the stock its 2nd largest holding. Hillcrest Wealth Advisors NY LLC’s holdings in iShares Russell 2000 ETF were worth $14,585,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Banco Santander S.A. grew its stake in shares of iShares Russell 2000 ETF by 45.6% during the 1st quarter. Banco Santander S.A. now owns 93,781 shares of the exchange traded fund’s stock worth $19,250,000 after acquiring an additional 29,392 shares during the period. Poplar Forest Capital LLC boosted its stake in iShares Russell 2000 ETF by 10.4% in the 1st quarter. Poplar Forest Capital LLC now owns 3,834 shares of the exchange traded fund’s stock worth $787,000 after purchasing an additional 362 shares during the period. Wealthsource Partners LLC raised its holdings in shares of iShares Russell 2000 ETF by 146.8% in the 1st quarter. Wealthsource Partners LLC now owns 14,129 shares of the exchange traded fund’s stock valued at $2,900,000 after acquiring an additional 8,405 shares in the last quarter. Shufro Rose & Co. LLC raised its holdings in shares of iShares Russell 2000 ETF by 2.1% in the 1st quarter. Shufro Rose & Co. LLC now owns 8,844 shares of the exchange traded fund’s stock valued at $1,815,000 after acquiring an additional 180 shares in the last quarter. Finally, Lincoln National Corp raised its holdings in shares of iShares Russell 2000 ETF by 4.4% in the 1st quarter. Lincoln National Corp now owns 54,568 shares of the exchange traded fund’s stock valued at $11,202,000 after acquiring an additional 2,315 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA IWM opened at $190.80 on Friday. iShares Russell 2000 ETF has a 1-year low of $162.78 and a 1-year high of $244.46. The stock’s 50-day moving average is $177.76 and its 200 day moving average is $189.57.

About iShares Russell 2000 ETF

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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.

See Also

Institutional Ownership by Quarter for iShares Russell 2000 ETF (NYSEARCA:IWM)

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