Jacksonville Wealth Management LLC Has $5.19 Million Stock Holdings in iShares Russell 2000 ETF $IWM

Jacksonville Wealth Management LLC grew its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 10.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,448 shares of the exchange traded fund’s stock after purchasing an additional 1,991 shares during the quarter. iShares Russell 2000 ETF makes up approximately 3.8% of Jacksonville Wealth Management LLC’s portfolio, making the stock its 6th biggest position. Jacksonville Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $5,190,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in IWM. Brighton Jones LLC grew 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 grew its stake in shares of iShares Russell 2000 ETF by 13.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after purchasing an additional 1,431 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in iShares Russell 2000 ETF by 16.3% during the 1st 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 purchasing an additional 1,300 shares during the period. Triad Wealth Partners LLC bought a new position in iShares Russell 2000 ETF during the 2nd quarter valued at approximately $325,000. Finally, Consilium Wealth Advisory LLC purchased a new stake in iShares Russell 2000 ETF in the 2nd quarter worth approximately $3,550,000.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $259.65 on Friday. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $271.60. The firm has a market cap of $75.03 billion, a P/E ratio of 17.69 and a beta of 1.13. The business’s 50 day moving average price is $254.72 and its 200-day moving average price is $242.52.

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.