Compound Planning Inc. Increases Stock Position in iShares Russell 2000 ETF $IWM

Compound Planning Inc. lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 17.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 43,256 shares of the exchange traded fund’s stock after purchasing an additional 6,302 shares during the period. Compound Planning Inc.’s holdings in iShares Russell 2000 ETF were worth $10,648,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IWM. Investment Counsel Co. of Nevada purchased a new stake in shares of iShares Russell 2000 ETF during the third quarter valued at approximately $26,000. Acumen Wealth Advisors LLC purchased a new position in iShares Russell 2000 ETF in the fourth quarter worth $27,000. Measured Wealth Private Client Group LLC bought a new position in iShares Russell 2000 ETF in the 3rd quarter valued at $28,000. Columbia Asset Management bought a new position in iShares Russell 2000 ETF in the 4th quarter valued at $32,000. Finally, Tucker Asset Management LLC purchased a new stake in shares of iShares Russell 2000 ETF during the 4th quarter valued at $32,000.

iShares Russell 2000 ETF Price Performance

Shares of iShares Russell 2000 ETF stock opened at $295.59 on Friday. The firm has a market cap of $82.09 billion, a PE ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a 1 year low of $206.81 and a 1 year high of $297.91. The stock has a fifty day moving average price of $281.13 and a 200-day moving average price of $264.72.

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.