iShares Russell 2000 ETF $IWM Stock Purchased by Asset One Wealth Management LLC

Asset One Wealth Management LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 10.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 40,712 shares of the exchange traded fund’s stock after acquiring an additional 3,751 shares during the quarter. iShares Russell 2000 ETF accounts for about 1.0% of Asset One Wealth Management LLC’s investment portfolio, making the stock its 22nd largest holding. Asset One Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $11,314,000 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. Allegiance Financial Group Advisory Services LLC purchased a new stake in iShares Russell 2000 ETF in the third quarter worth approximately $801,000. Waldron Private Wealth LLC raised its stake in shares of iShares Russell 2000 ETF by 2.1% during the 3rd quarter. Waldron Private Wealth LLC now owns 6,491 shares of the exchange traded fund’s stock worth $1,804,000 after purchasing an additional 132 shares in the last quarter. Burke & Herbert Bank & Trust Co. grew its stake in shares of iShares Russell 2000 ETF by 4.9% during the third quarter. Burke & Herbert Bank & Trust Co. now owns 11,588 shares of the exchange traded fund’s stock worth $3,220,000 after purchasing an additional 545 shares during the period. Gutierrez Wealth Advisory LLC raised its position in iShares Russell 2000 ETF by 14.5% during the third quarter. Gutierrez Wealth Advisory LLC now owns 1,829 shares of the exchange traded fund’s stock valued at $508,000 after purchasing an additional 231 shares in the last quarter. Finally, Quest 10 Wealth Builders Inc. boosted its stake in iShares Russell 2000 ETF by 42.9% in the third quarter. Quest 10 Wealth Builders Inc. now owns 130 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 39 shares during the last quarter.

iShares Russell 2000 ETF Trading Up 1.0%

IWM opened at $273.67 on Friday. iShares Russell 2000 ETF has a 12 month low of $228.90 and a 12 month high of $305.18. The firm has a market cap of $74.64 billion, a P/E ratio of 17.69 and a beta of 1.14. The stock has a 50-day moving average of $282.11 and a 200 day moving average of $278.90.

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.