Tarbox Family Office Inc. Has $24.38 Million Stake in iShares Russell 2000 ETF $IWM

Tarbox Family Office Inc. decreased its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 9.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 100,754 shares of the exchange traded fund’s stock after selling 10,895 shares during the period. iShares Russell 2000 ETF accounts for 3.6% of Tarbox Family Office Inc.’s portfolio, making the stock its 6th largest position. Tarbox Family Office Inc.’s holdings in iShares Russell 2000 ETF were worth $24,379,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWM. Holocene Advisors LP acquired a new position in iShares Russell 2000 ETF during the 2nd quarter valued at about $1,230,003,000. Laurel Wealth Advisors LLC grew its position in shares of iShares Russell 2000 ETF by 22,037.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,865,477 shares of the exchange traded fund’s stock worth $618,341,000 after buying an additional 2,852,533 shares during the period. JPMorgan Chase & Co. raised its stake in shares of iShares Russell 2000 ETF by 35.3% during the second quarter. JPMorgan Chase & Co. now owns 8,178,921 shares of the exchange traded fund’s stock worth $1,764,930,000 after buying an additional 2,134,779 shares during the last quarter. Symphony Financial Ltd. Co. lifted its holdings in iShares Russell 2000 ETF by 2,789.9% in the second quarter. Symphony Financial Ltd. Co. now owns 1,596,080 shares of the exchange traded fund’s stock valued at $344,889,000 after buying an additional 1,540,850 shares during the period. Finally, Durable Capital Partners LP lifted its holdings in iShares Russell 2000 ETF by 105.5% in the second quarter. Durable Capital Partners LP now owns 2,596,668 shares of the exchange traded fund’s stock valued at $560,335,000 after buying an additional 1,333,316 shares during the period.

iShares Russell 2000 ETF Stock Performance

IWM opened at $260.23 on Friday. The company has a fifty day moving average price of $247.14 and a two-hundred day moving average price of $237.70. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $261.56. The firm has a market capitalization of $76.57 billion, a PE ratio of 17.69 and a beta of 1.13.

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.