Fidelis Capital Partners LLC Has $15.34 Million Stake in iShares Russell 2000 ETF $IWM

Fidelis Capital Partners LLC grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,319 shares of the exchange traded fund’s stock after purchasing an additional 2,271 shares during the period. iShares Russell 2000 ETF makes up approximately 1.1% of Fidelis Capital Partners LLC’s investment portfolio, making the stock its 21st largest holding. Fidelis Capital Partners LLC’s holdings in iShares Russell 2000 ETF were worth $15,340,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in iShares Russell 2000 ETF by 2.6% during the fourth quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock worth $19,385,000 after purchasing an additional 2,221 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in iShares Russell 2000 ETF by 13.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after buying an additional 1,431 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of iShares Russell 2000 ETF by 16.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock worth $1,855,000 after buying an additional 1,300 shares during the last quarter. FSC Wealth Advisors LLC grew its holdings in shares of iShares Russell 2000 ETF by 416.6% in the 2nd quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock valued at $4,859,000 after acquiring an additional 18,157 shares in the last quarter. Finally, Sei Investments Co. increased its position in shares of iShares Russell 2000 ETF by 22.3% in the second quarter. Sei Investments Co. now owns 16,320 shares of the exchange traded fund’s stock valued at $3,522,000 after acquiring an additional 2,975 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

IWM opened at $290.37 on Thursday. The business’s 50-day simple moving average is $267.89 and its 200 day simple moving average is $259.15. iShares Russell 2000 ETF has a 52-week low of $202.67 and a 52-week high of $291.72. The firm has a market capitalization of $80.64 billion, a PE ratio of 17.69 and a beta of 1.11.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.