iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Acquired by Cascade Financial Partners LLC

Cascade Financial Partners LLC boosted its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 7.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,229 shares of the exchange traded fund’s stock after purchasing an additional 217 shares during the period. Cascade Financial Partners LLC’s holdings in iShares Russell 2000 ETF were worth $713,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Newbridge Financial Services Group Inc. acquired a new stake in iShares Russell 2000 ETF during the fourth quarter valued at approximately $505,000. Ritholtz Wealth Management lifted its stake in iShares Russell 2000 ETF by 7.7% during the fourth quarter. Ritholtz Wealth Management now owns 2,276 shares of the exchange traded fund’s stock valued at $503,000 after purchasing an additional 162 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC lifted its stake in iShares Russell 2000 ETF by 0.6% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 56,314 shares of the exchange traded fund’s stock valued at $12,443,000 after purchasing an additional 339 shares during the last quarter. Legacy Trust lifted its stake in iShares Russell 2000 ETF by 1.0% during the fourth quarter. Legacy Trust now owns 30,400 shares of the exchange traded fund’s stock valued at $6,717,000 after purchasing an additional 295 shares during the last quarter. Finally, Aurelius Family Office LLC purchased a new stake in shares of iShares Russell 2000 ETF in the 4th quarter valued at approximately $1,244,000.

iShares Russell 2000 ETF Stock Performance

Shares of NYSEARCA:IWM opened at $200.75 on Wednesday. The company has a market cap of $64.30 billion, a PE ratio of 16.97 and a beta of 1.17. iShares Russell 2000 ETF has a 52 week low of $191.34 and a 52 week high of $244.98. The firm has a 50 day simple moving average of $221.13 and a 200 day simple moving average of $223.60.

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.