iShares Russell 2000 ETF $IWM Shares Sold by Holistic Financial Partners

by · The Cerbat Gem

Holistic Financial Partners reduced its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,225 shares of the exchange traded fund’s stock after selling 371 shares during the period. iShares Russell 2000 ETF comprises 1.4% of Holistic Financial Partners’ portfolio, making the stock its 16th largest position. Holistic Financial Partners’ holdings in iShares Russell 2000 ETF were worth $3,285,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Quaker Wealth Management LLC lifted its position in shares of iShares Russell 2000 ETF by 211.1% during the second quarter. Quaker Wealth Management LLC now owns 120 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 228 shares in the last quarter. Opal Wealth Advisors LLC acquired a new position in shares of iShares Russell 2000 ETF during the second quarter worth $28,000. Proathlete Wealth Management LLC acquired a new position in shares of iShares Russell 2000 ETF during the second quarter worth $30,000. Financial Network Wealth Advisors LLC acquired a new position in shares of iShares Russell 2000 ETF during the first quarter worth $29,000. Finally, Brooklyn Investment Group acquired a new position in shares of iShares Russell 2000 ETF during the first quarter worth $30,000.

iShares Russell 2000 ETF Price Performance

IWM opened at $245.44 on Tuesday. iShares Russell 2000 ETF has a 12-month low of $171.73 and a 12-month high of $252.77. The stock has a market capitalization of $68.23 billion, a PE ratio of 17.69 and a beta of 1.13. The firm’s fifty day moving average price is $242.18 and its 200 day moving average price is $223.18.

iShares Russell 2000 ETF Company Profile

(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.

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