Lyell Wealth Management LP Has $1.98 Million Stake in iShares Russell 2000 ETF $IWM

Lyell Wealth Management LP trimmed its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 14.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,192 shares of the exchange traded fund’s stock after selling 1,520 shares during the period. Lyell Wealth Management LP’s holdings in iShares Russell 2000 ETF were worth $1,983,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of IWM. Opal Wealth Advisors LLC acquired a new position in iShares Russell 2000 ETF in the second quarter valued at approximately $28,000. Proathlete Wealth Management LLC acquired a new position in iShares Russell 2000 ETF in the second quarter valued at approximately $30,000. Financial Network Wealth Advisors LLC acquired a new position in iShares Russell 2000 ETF in the first quarter valued at approximately $29,000. Brooklyn Investment Group acquired a new position in iShares Russell 2000 ETF in the first quarter valued at approximately $30,000. Finally, 1 North Wealth Services LLC acquired a new position in iShares Russell 2000 ETF in the first quarter valued at approximately $34,000.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA IWM opened at $243.41 on Monday. The company’s 50 day simple moving average is $237.96 and its 200 day simple moving average is $218.01. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $252.77. The firm has a market capitalization of $68.13 billion, a P/E ratio of 17.69 and a beta of 1.15.

About iShares Russell 2000 ETF

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.