Fortis Group Advisors LLC Boosts Holdings in iShares Russell 2000 ETF $IWM

Fortis Group Advisors LLC boosted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 24.9% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 31,779 shares of the exchange traded fund’s stock after purchasing an additional 6,330 shares during the quarter. iShares Russell 2000 ETF comprises about 1.4% of Fortis Group Advisors LLC’s holdings, making the stock its 14th biggest holding. Fortis Group Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $7,825,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its holdings in iShares Russell 2000 ETF by 2.6% in the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock worth $19,385,000 after acquiring an additional 2,221 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of iShares Russell 2000 ETF by 13.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock valued at $2,703,000 after purchasing an additional 1,431 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of iShares Russell 2000 ETF by 16.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock valued at $1,855,000 after buying an additional 1,300 shares during the last quarter. Vanguard Personalized Indexing Management LLC purchased a new position in shares of iShares Russell 2000 ETF during the second quarter valued at approximately $483,000. Finally, Balboa Wealth Partners increased its position in iShares Russell 2000 ETF by 7.0% during the second quarter. Balboa Wealth Partners now owns 2,848 shares of the exchange traded fund’s stock valued at $615,000 after acquiring an additional 186 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

NYSEARCA:IWM opened at $263.04 on Wednesday. The stock has a 50-day simple moving average of $258.30 and a two-hundred day simple moving average of $246.08. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $271.60. The firm has a market capitalization of $74.93 billion, a PE ratio of 17.69 and a beta of 1.13.

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.