Evermay Wealth Management LLC Reduces Position in iShares Russell 2000 ETF $IWM

Evermay Wealth Management LLC trimmed its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,275 shares of the exchange traded fund’s stock after selling 1,100 shares during the quarter. iShares Russell 2000 ETF accounts for about 0.4% of Evermay Wealth Management LLC’s investment portfolio, making the stock its 29th biggest position. Evermay Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $3,296,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Opal Wealth Advisors LLC bought a new position in shares of iShares Russell 2000 ETF during the second quarter valued at approximately $28,000. Financial Network Wealth Advisors LLC acquired a new position in shares of iShares Russell 2000 ETF during the first quarter worth approximately $29,000. Brooklyn Investment Group acquired a new position in shares of iShares Russell 2000 ETF during the first quarter worth approximately $30,000. Proathlete Wealth Management LLC acquired a new position in shares of iShares Russell 2000 ETF during the second quarter worth approximately $30,000. Finally, 1 North Wealth Services LLC acquired a new position in shares of iShares Russell 2000 ETF during the first quarter worth approximately $34,000.

iShares Russell 2000 ETF Trading Down 0.7%

Shares of NYSEARCA IWM opened at $243.41 on Monday. The stock has a 50 day simple moving average of $237.96 and a 200-day simple moving average of $218.01. The company has a market cap of $68.13 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

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.