Edge Wealth Management LLC Has $24.79 Million Stock Holdings in iShares Russell 2000 ETF $IWM

Edge Wealth Management LLC decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 114,813 shares of the exchange traded fund’s stock after selling 4,360 shares during the period. iShares Russell 2000 ETF makes up 4.8% of Edge Wealth Management LLC’s holdings, making the stock its 7th largest position. Edge Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $24,788,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Goldman Sachs Group Inc. lifted its stake in iShares Russell 2000 ETF by 1,186.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 51,271,785 shares of the exchange traded fund’s stock valued at $10,228,208,000 after purchasing an additional 47,286,837 shares during the last quarter. Empower Advisory Group LLC lifted its holdings in iShares Russell 2000 ETF by 3.4% in the first quarter. Empower Advisory Group LLC now owns 8,144,065 shares of the exchange traded fund’s stock valued at $1,624,660,000 after buying an additional 265,987 shares during the period. JPMorgan Chase & Co. increased its position in shares of iShares Russell 2000 ETF by 59.8% during the first quarter. JPMorgan Chase & Co. now owns 6,044,142 shares of the exchange traded fund’s stock worth $1,205,746,000 after acquiring an additional 2,262,696 shares in the last quarter. Northern Trust Corp increased its stake in iShares Russell 2000 ETF by 0.8% in the 1st quarter. Northern Trust Corp now owns 4,053,871 shares of the exchange traded fund’s stock valued at $808,707,000 after buying an additional 31,261 shares during the last quarter. Finally, US Bancorp DE grew its position in shares of iShares Russell 2000 ETF by 2.7% during the 1st quarter. US Bancorp DE now owns 3,969,039 shares of the exchange traded fund’s stock valued at $791,808,000 after acquiring an additional 104,693 shares during the period.

iShares Russell 2000 ETF Stock Performance

iShares Russell 2000 ETF stock opened at $242.98 on Friday. The stock has a market cap of $69.49 billion, a P/E ratio of 17.69 and a beta of 1.15. The firm’s fifty day moving average price is $229.05 and its 200-day moving average price is $212.19. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $245.57.

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.