iShares Russell 2000 ETF $IWM Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC lifted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 17.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 140,346 shares of the exchange traded fund’s stock after purchasing an additional 20,982 shares during the quarter. iShares Russell 2000 ETF comprises about 1.6% of Venturi Wealth Management LLC’s investment portfolio, making the stock its 14th largest holding. Venturi Wealth Management LLC owned 0.05% of iShares Russell 2000 ETF worth $34,806,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Investment Counsel Co. of Nevada bought a new stake in shares of iShares Russell 2000 ETF during the 3rd quarter worth about $26,000. Acumen Wealth Advisors LLC bought a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at approximately $27,000. Measured Wealth Private Client Group LLC bought a new position in shares of iShares Russell 2000 ETF in the third quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new position in shares of iShares Russell 2000 ETF during the fourth quarter valued at approximately $31,000. Finally, Columbia Asset Management acquired a new position in shares of iShares Russell 2000 ETF during the fourth quarter valued at approximately $32,000.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA:IWM opened at $299.83 on Friday. iShares Russell 2000 ETF has a 12 month low of $212.34 and a 12 month high of $301.50. The stock has a market cap of $83.26 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11. The stock’s 50 day moving average price is $285.08 and its 200 day moving average price is $266.66.

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.