BXM Wealth LLC Invests $853,000 in iShares Russell 2000 ETF $IWM

BXM Wealth LLC purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 3,465 shares of the exchange traded fund’s stock, valued at approximately $853,000.

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

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA IWM opened at $251.29 on Monday. The company has a market cap of $72.90 billion, a P/E ratio of 17.69 and a beta of 1.13. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $271.60. The business has a 50-day simple moving average of $256.73 and a two-hundred day simple moving average of $251.26.

iShares Russell 2000 ETF Company 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.