Fidelis Capital Partners LLC Has $15.34 Million Holdings in iShares Russell 2000 ETF $IWM

Fidelis Capital Partners LLC boosted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 62,319 shares of the exchange traded fund’s stock after acquiring an additional 2,271 shares during the period. iShares Russell 2000 ETF makes up approximately 1.1% of Fidelis Capital Partners LLC’s investment portfolio, making the stock its 21st largest holding. Fidelis Capital Partners LLC’s holdings in iShares Russell 2000 ETF were worth $15,340,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. LGL Partners LLC raised its position in shares of iShares Russell 2000 ETF by 0.3% during the fourth quarter. LGL Partners LLC now owns 11,916 shares of the exchange traded fund’s stock worth $2,933,000 after purchasing an additional 38 shares during the period. Rinkey Investments lifted its holdings in shares of iShares Russell 2000 ETF by 2.7% during the 4th 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 in the last quarter. Moody Lynn & Lieberson LLC grew its position in shares of iShares Russell 2000 ETF by 0.8% in the 4th 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 during the period. Northern Financial Advisors Inc grew its position in shares of iShares Russell 2000 ETF by 4.1% in the 3rd quarter. Northern Financial Advisors Inc now owns 1,144 shares of the exchange traded fund’s stock valued at $277,000 after purchasing an additional 45 shares during the period. Finally, Punch & Associates Investment Management Inc. increased its stake in iShares Russell 2000 ETF by 32.1% during the 3rd quarter. Punch & Associates Investment Management Inc. now owns 185 shares of the exchange traded fund’s stock worth $45,000 after purchasing an additional 45 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $290.37 on Thursday. iShares Russell 2000 ETF has a 52 week low of $202.67 and a 52 week high of $291.72. The company’s 50 day moving average price is $267.89 and its two-hundred day moving average price is $259.15. The company has a market capitalization of $80.64 billion, a P/E 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.