Evernest Financial Advisors LLC Sells 2,799 Shares of iShares Russell 2000 ETF $IWM

Evernest Financial Advisors LLC lessened its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 28.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,913 shares of the exchange traded fund’s stock after selling 2,799 shares during the period. Evernest Financial Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $1,845,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IWM. DSG Capital Advisors LLC bought a new stake in shares of iShares Russell 2000 ETF in the 4th quarter worth $1,354,000. Cobblestone Capital Advisors LLC NY increased its holdings in shares of iShares Russell 2000 ETF by 22.5% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 32,691 shares of the exchange traded fund’s stock worth $7,910,000 after purchasing an additional 6,002 shares in the last quarter. Capstone Wealth Management Group LLC bought a new stake in shares of iShares Russell 2000 ETF in the 3rd quarter worth $6,291,000. Westwood Wealth Management bought a new stake in shares of iShares Russell 2000 ETF in the 4th quarter worth $820,000. Finally, Citizens Business Bank increased its holdings in shares of iShares Russell 2000 ETF by 15.9% in the 3rd quarter. Citizens Business Bank now owns 39,714 shares of the exchange traded fund’s stock worth $9,609,000 after purchasing an additional 5,456 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $292.95 on Friday. iShares Russell 2000 ETF has a one year low of $206.81 and a one year high of $295.72. The firm has a market capitalization of $81.35 billion, a P/E ratio of 17.69 and a beta of 1.11. The business has a fifty day moving average of $277.84 and a 200 day moving average of $263.26.

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.