Kestra Advisory Services LLC Decreases Holdings in iShares Russell 2000 ETF $IWM

Kestra Advisory Services LLC trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.2% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 224,815 shares of the exchange traded fund’s stock after selling 7,413 shares during the quarter. Kestra Advisory Services LLC owned 0.08% of iShares Russell 2000 ETF worth $55,754,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in IWM. DSG Capital Advisors LLC purchased a new stake in iShares Russell 2000 ETF during the 4th quarter valued at $1,354,000. Horizon Wealth Management LLC bought a new stake in iShares Russell 2000 ETF in the 1st quarter worth $22,859,000. Westwood Wealth Management purchased a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at about $820,000. Apollon Wealth Management LLC increased its position in shares of iShares Russell 2000 ETF by 26.4% in the fourth quarter. Apollon Wealth Management LLC now owns 14,877 shares of the exchange traded fund’s stock valued at $3,662,000 after acquiring an additional 3,107 shares during the period. Finally, Gryphon Financial Partners LLC raised its stake in shares of iShares Russell 2000 ETF by 62.7% during the fourth quarter. Gryphon Financial Partners LLC now owns 12,180 shares of the exchange traded fund’s stock valued at $2,998,000 after acquiring an additional 4,696 shares during the last quarter.

iShares Russell 2000 ETF Trading Up 1.3%

iShares Russell 2000 ETF stock opened at $297.24 on Friday. The firm has a 50-day moving average of $289.13 and a 200-day moving average of $269.68. The firm has a market cap of $81.62 billion, a P/E ratio of 17.69 and a beta of 1.10. iShares Russell 2000 ETF has a 1-year low of $212.34 and a 1-year high of $302.72.

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.