Dynamic Advisor Solutions LLC Cuts Stock Holdings in iShares Russell 2000 ETF $IWM

Dynamic Advisor Solutions LLC reduced its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 40.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 46,281 shares of the exchange traded fund’s stock after selling 31,247 shares during the period. Dynamic Advisor Solutions LLC’s holdings in iShares Russell 2000 ETF were worth $11,393,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Northern Financial Advisors Inc boosted its stake in iShares Russell 2000 ETF by 4.1% during the 3rd quarter. Northern Financial Advisors Inc now owns 1,144 shares of the exchange traded fund’s stock valued at $277,000 after purchasing an additional 45 shares during the last quarter. Punch & Associates Investment Management Inc. raised its stake in shares of iShares Russell 2000 ETF by 32.1% in the third quarter. Punch & Associates Investment Management Inc. now owns 185 shares of the exchange traded fund’s stock worth $45,000 after purchasing an additional 45 shares during the last quarter. Ameriflex Group Inc. raised its stake in shares of iShares Russell 2000 ETF by 8.1% in the third quarter. Ameriflex Group Inc. now owns 642 shares of the exchange traded fund’s stock worth $155,000 after purchasing an additional 48 shares during the last quarter. Meridian Wealth Advisors LLC lifted its holdings in shares of iShares Russell 2000 ETF by 1.0% during the third quarter. Meridian Wealth Advisors LLC now owns 4,849 shares of the exchange traded fund’s stock valued at $1,173,000 after purchasing an additional 49 shares in the last quarter. Finally, Crowley Wealth Management Inc. lifted its holdings in shares of iShares Russell 2000 ETF by 8.1% during the third quarter. Crowley Wealth Management Inc. now owns 665 shares of the exchange traded fund’s stock valued at $161,000 after purchasing an additional 50 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

iShares Russell 2000 ETF stock opened at $242.22 on Monday. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $271.60. The business’s fifty day moving average is $260.12 and its 200 day moving average is $250.58. The stock has a market capitalization of $69.00 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.