iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Acquired by Summit Place Financial Advisors LLC

Summit Place Financial Advisors LLC lifted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.3% during the first quarter, Holdings Channel reports. The institutional investor owned 15,411 shares of the exchange traded fund’s stock after purchasing an additional 911 shares during the quarter. iShares Russell 2000 ETF comprises 1.7% of Summit Place Financial Advisors LLC’s investment portfolio, making the stock its 25th biggest holding. Summit Place Financial Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $3,074,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently modified their holdings of IWM. CM Wealth Advisors LLC boosted its stake in iShares Russell 2000 ETF by 0.8% in the 4th quarter. CM Wealth Advisors LLC now owns 5,531 shares of the exchange traded fund’s stock worth $1,222,000 after purchasing an additional 45 shares during the period. BOS Asset Management LLC raised its stake in iShares Russell 2000 ETF by 2.9% during the 4th quarter. BOS Asset Management LLC now owns 1,612 shares of the exchange traded fund’s stock valued at $356,000 after purchasing an additional 45 shares during the period. Sumitomo Mitsui Financial Group Inc. lifted its holdings in shares of iShares Russell 2000 ETF by 5.1% in the fourth quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after purchasing an additional 48 shares in the last quarter. Capital Group Private Client Services Inc. lifted its holdings in shares of iShares Russell 2000 ETF by 0.3% in the fourth quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock valued at $3,984,000 after purchasing an additional 48 shares in the last quarter. Finally, Saiph Capital LLC boosted its position in shares of iShares Russell 2000 ETF by 3.0% in the fourth quarter. Saiph Capital LLC now owns 1,697 shares of the exchange traded fund’s stock worth $375,000 after buying an additional 49 shares during the period.

iShares Russell 2000 ETF Trading Up 1.4%

Shares of IWM stock opened at $221.03 on Thursday. The company has a market capitalization of $65.58 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15. iShares Russell 2000 ETF has a 1-year low of $171.73 and a 1-year high of $244.98. The stock’s fifty day simple moving average is $206.80 and its 200-day simple moving average is $210.17.

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.