WealthPlan Investment Management LLC Lowers Stake in iShares Russell 2000 ETF $IWM

WealthPlan Investment Management LLC lessened its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 11.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,533 shares of the exchange traded fund’s stock after selling 2,544 shares during the period. WealthPlan Investment Management LLC’s holdings in iShares Russell 2000 ETF were worth $4,431,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Farther Finance Advisors LLC lifted its stake in shares of iShares Russell 2000 ETF by 18.5% during the second quarter. Farther Finance Advisors LLC now owns 28,093 shares of the exchange traded fund’s stock worth $6,062,000 after purchasing an additional 4,381 shares in the last quarter. Ellis Investment Partners LLC lifted its stake in shares of iShares Russell 2000 ETF by 18.1% during the second quarter. Ellis Investment Partners LLC now owns 2,669 shares of the exchange traded fund’s stock worth $576,000 after purchasing an additional 409 shares in the last quarter. American National Bank & Trust lifted its stake in shares of iShares Russell 2000 ETF by 52.7% during the second quarter. American National Bank & Trust now owns 11,874 shares of the exchange traded fund’s stock worth $2,562,000 after purchasing an additional 4,098 shares in the last quarter. Independent Wealth Network Inc. lifted its stake in shares of iShares Russell 2000 ETF by 2.6% during the second quarter. Independent Wealth Network Inc. now owns 2,477 shares of the exchange traded fund’s stock worth $534,000 after purchasing an additional 62 shares in the last quarter. Finally, Wealth Architects LLC lifted its stake in shares of iShares Russell 2000 ETF by 173.8% during the second quarter. Wealth Architects LLC now owns 7,459 shares of the exchange traded fund’s stock worth $1,610,000 after purchasing an additional 4,735 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $250.33 on Thursday. The stock’s 50-day moving average is $237.00 and its two-hundred day moving average is $217.09. The stock has a market cap of $70.26 billion, a PE ratio of 17.69 and a beta of 1.15. iShares Russell 2000 ETF has a 12 month low of $171.73 and a 12 month high of $252.77.

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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