Vista Finance LLC Increases Stock Position in iShares Russell 2000 ETF $IWM

Vista Finance LLC boosted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 59.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,567 shares of the exchange traded fund’s stock after buying an additional 2,456 shares during the period. iShares Russell 2000 ETF makes up 1.1% of Vista Finance LLC’s investment portfolio, making the stock its 12th biggest holding. Vista Finance LLC’s holdings in iShares Russell 2000 ETF were worth $1,589,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in IWM. Bernard Wealth Management Corp. raised its stake in shares of iShares Russell 2000 ETF by 0.8% during the 2nd quarter. Bernard Wealth Management Corp. now owns 5,976 shares of the exchange traded fund’s stock valued at $1,290,000 after purchasing an additional 47 shares during the period. Thoroughbred Financial Services LLC grew its holdings in iShares Russell 2000 ETF by 1.5% during the 2nd quarter. Thoroughbred Financial Services LLC now owns 3,277 shares of the exchange traded fund’s stock valued at $707,000 after buying an additional 48 shares in the last quarter. Occidental Asset Management LLC grew its holdings in iShares Russell 2000 ETF by 1.5% during the 2nd quarter. Occidental Asset Management LLC now owns 3,396 shares of the exchange traded fund’s stock valued at $733,000 after buying an additional 51 shares in the last quarter. Firestone Capital Management increased its position in shares of iShares Russell 2000 ETF by 0.4% during the second quarter. Firestone Capital Management now owns 15,459 shares of the exchange traded fund’s stock valued at $3,336,000 after buying an additional 54 shares during the period. Finally, Leo Wealth LLC lifted its holdings in shares of iShares Russell 2000 ETF by 1.9% in the second quarter. Leo Wealth LLC now owns 2,997 shares of the exchange traded fund’s stock worth $647,000 after buying an additional 56 shares in the last quarter.

iShares Russell 2000 ETF Trading Down 1.1%

IWM stock opened at $247.24 on Thursday. The firm has a 50 day moving average of $245.17 and a 200-day moving average of $232.95. The firm has a market capitalization of $68.47 billion, a P/E ratio of 17.69 and a beta of 1.13. iShares Russell 2000 ETF has a 12 month low of $171.73 and a 12 month high of $258.20.

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.