Halbert Hargrove Global Advisors LLC Has $88.63 Million Holdings in iShares Russell 2000 ETF $IWM

Halbert Hargrove Global Advisors LLC grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 366,299 shares of the exchange traded fund’s stock after buying an additional 6,831 shares during the period. iShares Russell 2000 ETF makes up about 4.3% of Halbert Hargrove Global Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Halbert Hargrove Global Advisors LLC owned about 0.13% of iShares Russell 2000 ETF worth $88,630,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Bernard Wealth Management Corp. lifted its position in iShares Russell 2000 ETF by 0.8% in the 2nd quarter. Bernard Wealth Management Corp. now owns 5,976 shares of the exchange traded fund’s stock valued at $1,290,000 after acquiring an additional 47 shares in the last quarter. Thoroughbred Financial Services LLC raised its stake in shares of iShares Russell 2000 ETF by 1.5% in the second quarter. Thoroughbred Financial Services LLC now owns 3,277 shares of the exchange traded fund’s stock worth $707,000 after purchasing an additional 48 shares during the last quarter. Occidental Asset Management LLC raised its stake in shares of iShares Russell 2000 ETF by 1.5% in the second quarter. Occidental Asset Management LLC now owns 3,396 shares of the exchange traded fund’s stock worth $733,000 after purchasing an additional 51 shares during the last quarter. Firestone Capital Management lifted its holdings in shares of iShares Russell 2000 ETF by 0.4% during the second quarter. Firestone Capital Management now owns 15,459 shares of the exchange traded fund’s stock valued at $3,336,000 after purchasing an additional 54 shares in the last quarter. Finally, Leo Wealth LLC boosted its position in shares of iShares Russell 2000 ETF by 1.9% during the second quarter. Leo Wealth LLC now owns 2,997 shares of the exchange traded fund’s stock valued at $647,000 after buying an additional 56 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

NYSEARCA IWM opened at $251.42 on Friday. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $258.20. The stock has a 50-day moving average of $246.13 and a 200 day moving average of $234.83. The company has a market capitalization of $69.63 billion, a price-to-earnings ratio of 17.69 and a beta of 1.13.

iShares Russell 2000 ETF 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.