Primoris Wealth Advisors LLC Purchases Shares of 22,755 iShares Russell 2000 ETF $IWM

Primoris Wealth Advisors LLC acquired a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 22,755 shares of the exchange traded fund’s stock, valued at approximately $5,506,000. iShares Russell 2000 ETF accounts for 3.5% of Primoris Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest position.

Several other institutional investors have also recently added to or reduced their stakes in IWM. TD Private Client Wealth LLC grew its holdings in iShares Russell 2000 ETF by 45.8% in the third quarter. TD Private Client Wealth LLC now owns 60,034 shares of the exchange traded fund’s stock valued at $14,526,000 after purchasing an additional 18,846 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC grew its stake in shares of iShares Russell 2000 ETF by 1.9% during the 3rd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 44,740 shares of the exchange traded fund’s stock valued at $10,825,000 after buying an additional 821 shares during the period. Quent Capital LLC increased its holdings in shares of iShares Russell 2000 ETF by 4.4% during the 3rd quarter. Quent Capital LLC now owns 1,878 shares of the exchange traded fund’s stock worth $454,000 after buying an additional 80 shares during the last quarter. PKO Investment Management Joint Stock Co raised its position in shares of iShares Russell 2000 ETF by 18.5% in the 3rd quarter. PKO Investment Management Joint Stock Co now owns 32,000 shares of the exchange traded fund’s stock worth $7,743,000 after buying an additional 5,000 shares during the period. Finally, Harbor Investment Advisory LLC boosted its holdings in iShares Russell 2000 ETF by 7.4% in the third quarter. Harbor Investment Advisory LLC now owns 8,113 shares of the exchange traded fund’s stock valued at $1,963,000 after acquiring an additional 562 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

iShares Russell 2000 ETF stock opened at $261.50 on Tuesday. The company has a market cap of $75.74 billion, a price-to-earnings 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 $261.66. The stock’s 50-day moving average is $247.46 and its 200-day moving average is $238.37.

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.