iShares Russell 2000 ETF $IWM is Great Waters Wealth Management’s 9th Largest Position

Great Waters Wealth Management cut its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.3% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 72,850 shares of the exchange traded fund’s stock after selling 4,898 shares during the period. iShares Russell 2000 ETF comprises about 2.0% of Great Waters Wealth Management’s holdings, making the stock its 9th biggest holding. Great Waters Wealth Management’s holdings in iShares Russell 2000 ETF were worth $21,888,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. NWK Group Inc. lifted its position in iShares Russell 2000 ETF by 1.1% during the first quarter. NWK Group Inc. now owns 3,279 shares of the exchange traded fund’s stock worth $813,000 after buying an additional 36 shares in the last quarter. Mirador Capital Partners LP grew its holdings in iShares Russell 2000 ETF by 2.9% in the 2nd quarter. Mirador Capital Partners LP now owns 1,274 shares of the exchange traded fund’s stock valued at $383,000 after buying an additional 36 shares in the last quarter. LGL Partners LLC grew its holdings in iShares Russell 2000 ETF by 0.3% in the 4th quarter. LGL Partners LLC now owns 11,916 shares of the exchange traded fund’s stock valued at $2,933,000 after buying an additional 38 shares in the last quarter. Measured Risk Portfolios Inc. increased its stake in shares of iShares Russell 2000 ETF by 1.7% in the 1st quarter. Measured Risk Portfolios Inc. now owns 2,304 shares of the exchange traded fund’s stock worth $571,000 after acquiring an additional 38 shares during the last quarter. Finally, Vision Retirement LLC increased its stake in shares of iShares Russell 2000 ETF by 3.9% in the 1st quarter. Vision Retirement LLC now owns 1,032 shares of the exchange traded fund’s stock worth $256,000 after acquiring an additional 39 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $301.56 on Monday. The company’s 50-day moving average price is $294.09 and its 200-day moving average price is $275.48. The stock has a market cap of $83.00 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a twelve month low of $219.74 and a twelve month high of $303.06.

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.