iShares Russell 2000 ETF $IWM Stake Lifted by Pacific Financial Group Inc.

Pacific Financial Group Inc. increased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 169.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,622 shares of the exchange traded fund’s stock after buying an additional 2,908 shares during the quarter. Pacific Financial Group Inc.’s holdings in iShares Russell 2000 ETF were worth $1,138,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. LGL Partners LLC grew its stake in iShares Russell 2000 ETF by 0.3% during the 4th quarter. LGL Partners LLC now owns 11,916 shares of the exchange traded fund’s stock worth $2,933,000 after buying an additional 38 shares during the last quarter. Rinkey Investments grew its stake in iShares Russell 2000 ETF by 2.7% during the 4th quarter. Rinkey Investments now owns 1,526 shares of the exchange traded fund’s stock worth $376,000 after buying an additional 40 shares during the last quarter. Moody Lynn & Lieberson LLC grew its stake in iShares Russell 2000 ETF by 0.8% during the 4th quarter. Moody Lynn & Lieberson LLC now owns 5,103 shares of the exchange traded fund’s stock worth $1,256,000 after buying an additional 41 shares during the last quarter. Northern Financial Advisors Inc grew its stake in iShares Russell 2000 ETF by 4.1% during the 3rd quarter. Northern Financial Advisors Inc now owns 1,144 shares of the exchange traded fund’s stock worth $277,000 after buying an additional 45 shares during the last quarter. Finally, Punch & Associates Investment Management Inc. grew its stake in iShares Russell 2000 ETF by 32.1% during the 3rd quarter. Punch & Associates Investment Management Inc. now owns 185 shares of the exchange traded fund’s stock worth $45,000 after buying an additional 45 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $292.08 on Wednesday. The company has a market cap of $81.11 billion, a P/E ratio of 17.69 and a beta of 1.11. The stock has a fifty day moving average price of $279.52 and a 200 day moving average price of $264.09. iShares Russell 2000 ETF has a 12 month low of $206.81 and a 12 month high of $297.91.

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