Blue Trust Inc. Cuts Stock Position in iShares Russell 2000 ETF $IWM

Blue Trust Inc. lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 30.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,211 shares of the exchange traded fund’s stock after selling 2,253 shares during the quarter. Blue Trust Inc.’s holdings in iShares Russell 2000 ETF were worth $1,292,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. LGL Partners LLC grew its position in iShares Russell 2000 ETF by 0.3% during the fourth 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 during the period. Rinkey Investments raised its position in iShares Russell 2000 ETF by 2.7% in the fourth quarter. Rinkey Investments now owns 1,526 shares of the exchange traded fund’s stock worth $376,000 after acquiring an additional 40 shares during the period. North Capital Inc. raised its position in iShares Russell 2000 ETF by 2.4% in the fourth quarter. North Capital Inc. now owns 1,687 shares of the exchange traded fund’s stock worth $415,000 after acquiring an additional 40 shares during the period. Moody Lynn & Lieberson LLC raised its position in iShares Russell 2000 ETF by 0.8% in the fourth quarter. Moody Lynn & Lieberson LLC now owns 5,103 shares of the exchange traded fund’s stock worth $1,256,000 after acquiring an additional 41 shares during the period. Finally, Sara Bay Financial boosted its stake in iShares Russell 2000 ETF by 4.4% in the first quarter. Sara Bay Financial now owns 1,055 shares of the exchange traded fund’s stock valued at $262,000 after acquiring an additional 44 shares during the last quarter.

iShares Russell 2000 ETF Stock Up 0.7%

IWM opened at $298.91 on Friday. iShares Russell 2000 ETF has a twelve month low of $212.34 and a twelve month high of $301.50. The company’s 50-day moving average price is $284.47 and its two-hundred day moving average price is $266.42. The stock has a market cap of $83.01 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11.

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.