Blue Trust Inc. Has $1.29 Million Stake in iShares Russell 2000 ETF $IWM

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

Several other institutional investors and hedge funds have also recently modified their holdings of IWM. LGL Partners LLC boosted its holdings in iShares Russell 2000 ETF by 0.3% during the 4th quarter. LGL Partners LLC now owns 11,916 shares of the exchange traded fund’s stock worth $2,933,000 after acquiring an additional 38 shares during the last quarter. Rinkey Investments raised its holdings in shares of 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 valued at $376,000 after purchasing an additional 40 shares during the last quarter. North Capital Inc. raised its holdings in shares of 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 valued at $415,000 after purchasing an additional 40 shares during the last quarter. Moody Lynn & Lieberson LLC lifted its position in shares of iShares Russell 2000 ETF by 0.8% during the fourth quarter. Moody Lynn & Lieberson LLC now owns 5,103 shares of the exchange traded fund’s stock valued at $1,256,000 after purchasing an additional 41 shares in the last quarter. Finally, Sara Bay Financial boosted its holdings in iShares Russell 2000 ETF by 4.4% during the first quarter. Sara Bay Financial now owns 1,055 shares of the exchange traded fund’s stock worth $262,000 after purchasing an additional 44 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $298.91 on Friday. iShares Russell 2000 ETF has a 52-week low of $212.34 and a 52-week high of $301.50. The company has a 50-day simple moving average of $284.47 and a two-hundred day simple moving average of $266.42. The company has a market capitalization of $83.01 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11.

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.