Dakota Wealth Management Has $40.04 Million Stock Position in iShares Russell 2000 ETF $IWM

Dakota Wealth Management trimmed its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 9.3% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 165,492 shares of the exchange traded fund’s stock after selling 16,880 shares during the quarter. iShares Russell 2000 ETF comprises about 0.8% of Dakota Wealth Management’s portfolio, making the stock its 22nd biggest holding. Dakota Wealth Management owned approximately 0.06% of iShares Russell 2000 ETF worth $40,042,000 as of its most recent filing with the SEC.

Several other large investors have also bought and sold shares of the business. Insight Advisors LLC PA lifted its holdings in shares of iShares Russell 2000 ETF by 19.7% during the third quarter. Insight Advisors LLC PA now owns 3,386 shares of the exchange traded fund’s stock worth $820,000 after purchasing an additional 558 shares during the period. EverSource Wealth Advisors LLC increased its holdings in iShares Russell 2000 ETF by 11.3% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 4,661 shares of the exchange traded fund’s stock worth $1,128,000 after purchasing an additional 473 shares in the last quarter. Cornerstone Capital Inc. purchased a new stake in shares of iShares Russell 2000 ETF in the third quarter valued at about $2,423,000. Peapod Lane Capital LLC purchased a new stake in shares of iShares Russell 2000 ETF during the third quarter valued at approximately $1,910,000. Finally, Verus Capital Partners LLC increased its holdings in iShares Russell 2000 ETF by 14.7% during the third quarter. Verus Capital Partners LLC now owns 7,010 shares of the exchange traded fund’s stock worth $1,696,000 after buying an additional 899 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of iShares Russell 2000 ETF stock opened at $260.49 on Tuesday. The stock’s 50-day simple moving average is $259.01 and its 200 day simple moving average is $247.30. iShares Russell 2000 ETF has a 52-week low of $171.73 and a 52-week high of $271.60. The stock has a market capitalization of $74.20 billion, a P/E ratio of 17.69 and a beta of 1.13.

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