Lifestyle Asset Management Inc. Boosts Stock Position in iShares Russell 2000 ETF $IWM

Lifestyle Asset Management Inc. raised its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 36.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,836 shares of the exchange traded fund’s stock after purchasing an additional 3,457 shares during the period. iShares Russell 2000 ETF accounts for approximately 1.0% of Lifestyle Asset Management Inc.’s investment portfolio, making the stock its 21st largest holding. Lifestyle Asset Management Inc.’s holdings in iShares Russell 2000 ETF were worth $3,160,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Investment Counsel Co. of Nevada purchased a new position in iShares Russell 2000 ETF in the third quarter valued at about $26,000. Measured Wealth Private Client Group LLC acquired a new position in iShares Russell 2000 ETF during the 3rd quarter valued at about $28,000. Abich Financial Wealth Management LLC acquired a new position in iShares Russell 2000 ETF during the 3rd quarter valued at about $30,000. Columbia Asset Management acquired a new position in iShares Russell 2000 ETF during the 4th quarter valued at about $32,000. Finally, Tucker Asset Management LLC acquired a new position in iShares Russell 2000 ETF during the 4th quarter valued at about $32,000.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA:IWM opened at $292.01 on Friday. The business’s 50-day moving average is $273.11 and its 200 day moving average is $261.23. iShares Russell 2000 ETF has a 1 year low of $206.81 and a 1 year high of $292.88. The firm has a market capitalization of $81.09 billion, a P/E ratio of 17.69 and a beta of 1.11.

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.