Auour Investments LLC grew its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 26.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,467 shares of the exchange traded fund’s stock after buying an additional 3,468 shares during the quarter. iShares Russell 2000 ETF accounts for approximately 1.3% of Auour Investments LLC’s holdings, making the stock its 21st largest position. Auour Investments LLC’s holdings in iShares Russell 2000 ETF were worth $4,054,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Investment Counsel Co. of Nevada purchased a new stake in iShares Russell 2000 ETF during the third quarter valued at $26,000. Measured Wealth Private Client Group LLC bought a new position in iShares Russell 2000 ETF in the third quarter valued at about $28,000. Abich Financial Wealth Management LLC purchased a new position in iShares Russell 2000 ETF in the third quarter worth about $30,000. Pingora Partners LLC purchased a new position in iShares Russell 2000 ETF in the second quarter worth about $32,000. Finally, FWL Investment Management LLC grew its stake in shares of iShares Russell 2000 ETF by 340.0% during the 3rd quarter. FWL Investment Management LLC now owns 132 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 102 shares during the period.
iShares Russell 2000 ETF Stock Up 0.5%
NYSEARCA IWM opened at $248.78 on Wednesday. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $271.60. The firm has a market capitalization of $70.86 billion, a P/E ratio of 17.69 and a beta of 1.13. The company has a 50-day moving average price of $259.59 and a 200-day moving average price of $250.73.
iShares Russell 2000 ETF News Summary
- Positive Sentiment: Small caps are outperforming large caps year‑to‑date, supporting demand for IWM as investors rotate away from mega‑cap tech into more domestically focused, cyclical small companies. This thematic shift helps explain buying interest in IWM. Article Title
- Neutral Sentiment: Investor guides and coverage are highlighting IWM as the primary ETF for U.S. small caps, which can raise visibility and flows but is informational rather than an immediate price catalyst. Article Title
- Negative Sentiment: Short interest surged in March to ~101.4M shares (a ~26.9% increase from late February), representing roughly 35.6% of shares sold short and a days‑to‑cover of ~1.8 based on average volume — signaling elevated bearish positioning that can pressure the ETF or create squeeze risk.
- Negative Sentiment: Fear/volatility is rising: S&P futures and Nasdaq futures pulled back amid headlines that cooled optimism about possible geopolitical progress, and the VIX has climbed toward the high‑20s. Higher market volatility tends to hurt risk‑sensitive small caps and can cap further gains in IWM. Article Title Article Title
- Negative Sentiment: Analysts note the Russell 2000 has slipped into a correction in recent weeks, with economic slowdown and an oil shock cited as drivers — a reminder that underlying small‑cap fundamentals remain vulnerable. Hedging or defensive positioning could weigh on IWM if this trend continues. Article Title
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.
See Also
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