Tarbox Family Office Inc. Has $22.20 Million Position in iShares Russell 2000 ETF $IWM

Tarbox Family Office Inc. reduced its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 10.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 90,196 shares of the exchange traded fund’s stock after selling 10,558 shares during the quarter. iShares Russell 2000 ETF accounts for 3.6% of Tarbox Family Office Inc.’s portfolio, making the stock its 8th largest position. Tarbox Family Office Inc.’s holdings in iShares Russell 2000 ETF were worth $22,203,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Rafferty Asset Management LLC grew its stake in shares of iShares Russell 2000 ETF by 10.6% in the second quarter. Rafferty Asset Management LLC now owns 6,747,829 shares of the exchange traded fund’s stock worth $1,456,114,000 after purchasing an additional 648,801 shares in the last quarter. Holocene Advisors LP bought a new stake in shares of iShares Russell 2000 ETF during the second quarter valued at about $1,230,003,000. Durable Capital Partners LP raised its stake in shares of iShares Russell 2000 ETF by 105.5% during the second quarter. Durable Capital Partners LP now owns 2,596,668 shares of the exchange traded fund’s stock valued at $560,335,000 after purchasing an additional 1,333,316 shares in the last quarter. Treasurer of the State of North Carolina lifted its holdings in iShares Russell 2000 ETF by 38.2% in the second quarter. Treasurer of the State of North Carolina now owns 2,015,990 shares of the exchange traded fund’s stock worth $435,030,000 after purchasing an additional 557,755 shares during the period. Finally, Envestnet Asset Management Inc. lifted its holdings in iShares Russell 2000 ETF by 25.5% in the third quarter. Envestnet Asset Management Inc. now owns 1,967,246 shares of the exchange traded fund’s stock worth $475,995,000 after purchasing an additional 400,017 shares during the period.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $251.29 on Monday. The firm has a market capitalization of $72.90 billion, a PE ratio of 17.69 and a beta of 1.13. The firm has a 50-day moving average price of $256.73 and a 200 day moving average price of $251.26. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $271.60.

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.