LJI Wealth Management LLC Raises Stake in iShares Russell 2000 ETF $IWM

LJI Wealth Management LLC lifted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 116,909 shares of the exchange traded fund’s stock after buying an additional 7,047 shares during the period. iShares Russell 2000 ETF makes up about 4.4% of LJI Wealth Management LLC’s investment portfolio, making the stock its 6th largest position. LJI Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $28,778,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the business. Buck Wealth Strategies LLC bought a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth approximately $680,000. Strategic Wealth Advisors LLC bought a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth approximately $213,000. Koshinski Asset Management Inc. lifted its stake in shares of iShares Russell 2000 ETF by 14.0% in the 4th quarter. Koshinski Asset Management Inc. now owns 5,663 shares of the exchange traded fund’s stock worth $1,394,000 after purchasing an additional 694 shares during the period. Diversify Wealth Management LLC lifted its stake in shares of iShares Russell 2000 ETF by 41.0% in the 4th quarter. Diversify Wealth Management LLC now owns 4,423 shares of the exchange traded fund’s stock worth $1,156,000 after purchasing an additional 1,287 shares during the period. Finally, MGO One Seven LLC raised its holdings in iShares Russell 2000 ETF by 17.1% in the 4th quarter. MGO One Seven LLC now owns 5,997 shares of the exchange traded fund’s stock worth $1,476,000 after purchasing an additional 875 shares during the period.

iShares Russell 2000 ETF Stock Performance

Shares of iShares Russell 2000 ETF stock opened at $284.17 on Friday. iShares Russell 2000 ETF has a one year low of $199.65 and a one year high of $287.58. The stock’s fifty day moving average is $260.45 and its 200 day moving average is $255.52. The stock has a market cap of $78.91 billion, a P/E ratio of 17.69 and a beta of 1.11.

About iShares Russell 2000 ETF

(Free Report)

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.

Read More

• Five stocks we like better than iShares Russell 2000 ETF

Want to see what other hedge funds are holding IWM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report).