Westmount Partners LLC Has $1.95 Million Stock Position in iShares Russell 2000 ETF $IWM

Westmount Partners LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 24.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,932 shares of the exchange traded fund’s stock after selling 2,552 shares during the period. Westmount Partners LLC’s holdings in iShares Russell 2000 ETF were worth $1,953,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IWM. Moody Lynn & Lieberson LLC raised its stake in iShares Russell 2000 ETF by 0.8% during the fourth quarter. Moody Lynn & Lieberson LLC now owns 5,103 shares of the exchange traded fund’s stock worth $1,256,000 after buying an additional 41 shares during the last quarter. Northern Financial Advisors Inc raised its position in shares of iShares Russell 2000 ETF by 4.1% in the 3rd quarter. Northern Financial Advisors Inc now owns 1,144 shares of the exchange traded fund’s stock worth $277,000 after acquiring an additional 45 shares in the last quarter. Punch & Associates Investment Management Inc. lifted its stake in shares of iShares Russell 2000 ETF by 32.1% in the 3rd quarter. Punch & Associates Investment Management Inc. now owns 185 shares of the exchange traded fund’s stock valued at $45,000 after purchasing an additional 45 shares during the period. Ameriflex Group Inc. lifted its stake in shares of iShares Russell 2000 ETF by 8.1% in the 3rd quarter. Ameriflex Group Inc. now owns 642 shares of the exchange traded fund’s stock valued at $155,000 after purchasing an additional 48 shares during the period. Finally, Meridian Wealth Advisors LLC boosted its position in shares of iShares Russell 2000 ETF by 1.0% during the 3rd quarter. Meridian Wealth Advisors LLC now owns 4,849 shares of the exchange traded fund’s stock valued at $1,173,000 after purchasing an additional 49 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $248.00 on Wednesday. The stock has a market capitalization of $70.64 billion, a P/E ratio of 17.69 and a beta of 1.13. The business has a 50 day simple moving average of $257.73 and a 200 day simple moving average of $251.01. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $271.60.

iShares Russell 2000 ETF 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.