Sowell Financial Services LLC Has $8.45 Million Stock Holdings in iShares Russell 2000 ETF $IWM

Sowell Financial Services LLC decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 11.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,316 shares of the exchange traded fund’s stock after selling 4,293 shares during the period. Sowell Financial Services LLC’s holdings in iShares Russell 2000 ETF were worth $8,447,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the business. Angeles Investment Advisors LLC grew its stake in shares of iShares Russell 2000 ETF by 29,431.2% in the 3rd quarter. Angeles Investment Advisors LLC now owns 224,142 shares of the exchange traded fund’s stock valued at $54,233,000 after buying an additional 223,383 shares during the period. Cobblestone Capital Advisors LLC NY raised its stake in iShares Russell 2000 ETF by 22.5% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 32,691 shares of the exchange traded fund’s stock worth $7,910,000 after buying an additional 6,002 shares during the period. Citizens Financial Group Inc. RI raised its stake in iShares Russell 2000 ETF by 1.1% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 386,528 shares of the exchange traded fund’s stock worth $93,524,000 after buying an additional 4,061 shares during the period. Capstone Wealth Management Group LLC bought a new position in iShares Russell 2000 ETF in the third quarter worth approximately $6,291,000. Finally, State of Wyoming boosted its holdings in iShares Russell 2000 ETF by 241.9% in the third quarter. State of Wyoming now owns 5,300 shares of the exchange traded fund’s stock worth $1,282,000 after acquiring an additional 3,750 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of iShares Russell 2000 ETF stock opened at $251.29 on Monday. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $271.60. The stock has a 50 day moving average price of $256.73 and a two-hundred day moving average price of $251.26. The stock has a market capitalization of $72.90 billion, a PE ratio of 17.69 and a beta of 1.13.

iShares Russell 2000 ETF 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.