iShares Russell 2500 ETF (BATS:SMMD) Holdings Lessened by Heritage Family Offices LLP

Heritage Family Offices LLP reduced its position in iShares Russell 2500 ETF (BATS:SMMD) by 2.3% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 189,202 shares of the company’s stock after selling 4,518 shares during the period. iShares Russell 2500 ETF accounts for about 6.6% of Heritage Family Offices LLP’s holdings, making the stock its 2nd biggest holding. Heritage Family Offices LLP owned 1.11% of iShares Russell 2500 ETF worth $12,815,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Carmichael Hill & Associates Inc. raised its holdings in shares of iShares Russell 2500 ETF by 8.1% in the second quarter. Carmichael Hill & Associates Inc. now owns 2,369 shares of the company’s stock valued at $148,000 after buying an additional 178 shares during the last quarter. Eagle Bay Advisors LLC grew its stake in shares of iShares Russell 2500 ETF by 45.8% in the 1st quarter. Eagle Bay Advisors LLC now owns 573 shares of the company’s stock valued at $38,000 after purchasing an additional 180 shares during the last quarter. Mayfair Advisory Group LLC grew its stake in shares of iShares Russell 2500 ETF by 5.9% in the 1st quarter. Mayfair Advisory Group LLC now owns 4,729 shares of the company’s stock valued at $310,000 after purchasing an additional 263 shares during the last quarter. Catalytic Wealth RIA LLC increased its holdings in shares of iShares Russell 2500 ETF by 1.6% in the first quarter. Catalytic Wealth RIA LLC now owns 20,282 shares of the company’s stock valued at $1,331,000 after purchasing an additional 325 shares during the period. Finally, Whittier Trust Co. raised its stake in shares of iShares Russell 2500 ETF by 4.6% during the second quarter. Whittier Trust Co. now owns 7,984 shares of the company’s stock worth $500,000 after purchasing an additional 351 shares during the last quarter.

iShares Russell 2500 ETF Stock Performance

Shares of SMMD opened at $69.34 on Thursday. The stock has a market capitalization of $1.18 billion, a P/E ratio of 15.31 and a beta of 1.15. iShares Russell 2500 ETF has a 1 year low of $38.91 and a 1 year high of $45.72. The company’s fifty day moving average is $66.24 and its two-hundred day moving average is $64.37.

iShares Russell 2500 ETF Company Profile

The iShares Russell 2500 ETF (SMMD) is an exchange-traded fund that is based on the Russell 2500 index, a market-cap-weighted index of US companies ranked 501-3,000 by market cap. SMMD was launched on Jul 6, 2017 and is managed by BlackRock.