Consilium Wealth Advisory LLC Decreases Position in iShares Russell 2000 ETF $IWM

Consilium Wealth Advisory LLC cut its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 90.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,084 shares of the exchange traded fund’s stock after selling 20,282 shares during the period. Consilium Wealth Advisory LLC’s holdings in iShares Russell 2000 ETF were worth $517,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in IWM. Investment Counsel Co. of Nevada purchased a new stake in iShares Russell 2000 ETF during the 3rd quarter valued at about $26,000. Acumen Wealth Advisors LLC bought a new position in iShares Russell 2000 ETF during the 4th quarter worth approximately $27,000. Measured Wealth Private Client Group LLC purchased a new position in iShares Russell 2000 ETF in the 3rd quarter worth approximately $28,000. Osbon Capital Management LLC purchased a new position in iShares Russell 2000 ETF in the 4th quarter worth approximately $31,000. Finally, Columbia Asset Management purchased a new position in iShares Russell 2000 ETF in the 4th quarter worth approximately $32,000.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $295.32 on Wednesday. The company has a market capitalization of $82.01 billion, a P/E ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a fifty-two week low of $211.89 and a fifty-two week high of $299.49. The stock has a 50 day moving average price of $283.23 and a two-hundred day moving average price of $265.77.

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.