Walkner Condon Financial Advisors LLC grew its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 15,283 shares of the exchange traded fund’s stock after acquiring an additional 234 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $3,049,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Valmark Advisers Inc. raised its holdings in shares of iShares Russell 2000 ETF by 8.0% in the first quarter. Valmark Advisers Inc. now owns 10,728 shares of the exchange traded fund’s stock valued at $2,140,000 after buying an additional 798 shares during the last quarter. Oppenheimer & Co. Inc. raised its holdings in shares of iShares Russell 2000 ETF by 20.4% in the first quarter. Oppenheimer & Co. Inc. now owns 44,700 shares of the exchange traded fund’s stock valued at $8,917,000 after buying an additional 7,565 shares during the last quarter. Diversified Portfolios Inc. raised its holdings in iShares Russell 2000 ETF by 13.4% during the first quarter. Diversified Portfolios Inc. now owns 44,051 shares of the exchange traded fund’s stock worth $8,788,000 after purchasing an additional 5,198 shares in the last quarter. Brown Lisle Cummings Inc. raised its holdings in iShares Russell 2000 ETF by 7.7% during the first quarter. Brown Lisle Cummings Inc. now owns 4,770 shares of the exchange traded fund’s stock worth $952,000 after purchasing an additional 340 shares in the last quarter. Finally, Pursue Wealth Partners LLC raised its holdings in iShares Russell 2000 ETF by 2.3% during the first quarter. Pursue Wealth Partners LLC now owns 23,279 shares of the exchange traded fund’s stock worth $4,644,000 after purchasing an additional 520 shares in the last quarter.
iShares Russell 2000 ETF Stock Down 0.2%
NYSEARCA IWM opened at $209.21 on Monday. The stock has a market capitalization of $62.73 billion, a P/E ratio of 16.63 and a beta of 1.11. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $244.98. The firm has a 50-day moving average price of $202.15 and a 200 day moving average price of $210.98.
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.
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