Confluence Wealth Management LLC Has $4.91 Million Holdings in iShares Russell 2000 ETF (IWM)

Confluence Wealth Management LLC raised its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 5.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,693 shares of the exchange traded fund’s stock after acquiring an additional 2,052 shares during the quarter. iShares Russell 2000 ETF makes up approximately 2.7% of Confluence Wealth Management LLC’s portfolio, making the stock its 9th biggest position. Confluence Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $4,913,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWM. Signet Investment Advisory Group Inc. acquired a new position in iShares Russell 2000 ETF in the 4th quarter valued at about $27,000. Westside Investment Management Inc. acquired a new position in iShares Russell 2000 ETF in the 4th quarter valued at about $27,000. Tradewinds Capital Management LLC grew its position in iShares Russell 2000 ETF by 187.5% in the 4th quarter. Tradewinds Capital Management LLC now owns 230 shares of the exchange traded fund’s stock valued at $31,000 after acquiring an additional 150 shares in the last quarter. Financial Gravity Companies Inc. acquired a new position in iShares Russell 2000 ETF in the 4th quarter valued at about $41,000. Finally, Highwater Wealth Management LLC acquired a new position in iShares Russell 2000 ETF in the 4th quarter valued at about $42,000.

Shares of IWM opened at $154.76 on Friday. iShares Russell 2000 ETF has a 1 year low of $125.81 and a 1 year high of $173.39.

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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.

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Want to see what other hedge funds are holding IWM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 2000 ETF (NYSEARCA:IWM).

Institutional Ownership by Quarter for iShares Russell 2000 ETF (NYSEARCA:IWM)

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