BIP Wealth LLC Has $21.16 Million Holdings in iShares Russell 2000 ETF $IWM

BIP Wealth LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 8.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 85,336 shares of the exchange traded fund’s stock after selling 7,900 shares during the period. iShares Russell 2000 ETF makes up 0.9% of BIP Wealth LLC’s holdings, making the stock its 21st largest position. BIP Wealth LLC’s holdings in iShares Russell 2000 ETF were worth $21,163,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. DSG Capital Advisors LLC bought a new stake in iShares Russell 2000 ETF in the 4th quarter valued at approximately $1,354,000. Horizon Wealth Management LLC acquired a new position in iShares Russell 2000 ETF during the 1st quarter worth approximately $22,859,000. Westwood Wealth Management acquired a new position in iShares Russell 2000 ETF during the 4th quarter worth approximately $820,000. Apollon Wealth Management LLC grew its stake in shares of iShares Russell 2000 ETF by 26.4% during the 4th quarter. Apollon Wealth Management LLC now owns 14,877 shares of the exchange traded fund’s stock worth $3,662,000 after acquiring an additional 3,107 shares in the last quarter. Finally, Gryphon Financial Partners LLC grew its stake in shares of iShares Russell 2000 ETF by 62.7% during the 4th quarter. Gryphon Financial Partners LLC now owns 12,180 shares of the exchange traded fund’s stock worth $2,998,000 after acquiring an additional 4,696 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $297.58 on Friday. The firm’s 50 day moving average is $287.47 and its 200-day moving average is $268.23. The company has a market capitalization of $81.37 billion, a PE ratio of 17.69 and a beta of 1.10. iShares Russell 2000 ETF has a 12-month low of $212.34 and a 12-month high of $302.72.

iShares Russell 2000 ETF Company 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.