iShares Russell 2000 ETF $IWM Position Raised by AE Wealth Management LLC

AE Wealth Management LLC increased its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 18.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,150 shares of the exchange traded fund’s stock after purchasing an additional 3,750 shares during the period. AE Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $5,945,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWM. Investment Counsel Co. of Nevada bought a new stake in iShares Russell 2000 ETF during the third quarter worth approximately $26,000. Measured Wealth Private Client Group LLC bought a new stake in iShares Russell 2000 ETF during the third quarter worth approximately $28,000. Abich Financial Wealth Management LLC bought a new stake in iShares Russell 2000 ETF during the third quarter worth approximately $30,000. FWL Investment Management LLC raised its holdings in iShares Russell 2000 ETF by 340.0% during the third quarter. FWL Investment Management LLC now owns 132 shares of the exchange traded fund’s stock worth $32,000 after purchasing an additional 102 shares in the last quarter. Finally, GGM Financials LLC bought a new stake in iShares Russell 2000 ETF during the third quarter worth approximately $35,000.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA:IWM opened at $275.78 on Monday. iShares Russell 2000 ETF has a 12 month low of $180.76 and a 12 month high of $277.63. The stock has a market cap of $77.19 billion, a price-to-earnings ratio of 17.69 and a beta of 1.09. The stock’s 50 day moving average price is $257.06 and its 200 day moving average price is $252.76.

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.