OFC Financial Planning LLC Makes New $848,000 Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

OFC Financial Planning LLC bought a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) during the 4th quarter, Holdings Channel reports. The firm bought 3,839 shares of the exchange traded fund’s stock, valued at approximately $848,000. iShares Russell 2000 ETF accounts for about 0.9% of OFC Financial Planning LLC’s investment portfolio, making the stock its 29th largest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Peoples Bank KS increased its holdings in iShares Russell 2000 ETF by 1.3% during the 4th quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock worth $768,000 after acquiring an additional 45 shares during the period. Transform Wealth LLC raised its stake in shares of iShares Russell 2000 ETF by 1.6% during the fourth quarter. Transform Wealth LLC now owns 2,841 shares of the exchange traded fund’s stock worth $628,000 after acquiring an additional 45 shares in the last quarter. Anchor Investment Management LLC grew its stake in shares of iShares Russell 2000 ETF by 6.8% during the third quarter. Anchor Investment Management LLC now owns 743 shares of the exchange traded fund’s stock valued at $164,000 after buying an additional 47 shares during the last quarter. Wedmont Private Capital grew its position in iShares Russell 2000 ETF by 0.6% during the 3rd quarter. Wedmont Private Capital now owns 8,597 shares of the exchange traded fund’s stock worth $1,869,000 after acquiring an additional 52 shares during the last quarter. Finally, True Vision MN LLC grew its holdings in iShares Russell 2000 ETF by 3.1% in the 3rd quarter. True Vision MN LLC now owns 1,780 shares of the exchange traded fund’s stock worth $393,000 after acquiring an additional 53 shares during the last quarter.

iShares Russell 2000 ETF Stock Down 0.9 %

Shares of IWM opened at $226.48 on Friday. The firm’s 50-day moving average price is $228.67 and its 200-day moving average price is $222.77. iShares Russell 2000 ETF has a 1-year low of $190.06 and a 1-year high of $244.98.

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.