iShares Russell 2000 ETF $IWM Stake Reduced by Trek Financial LLC

Trek Financial LLC trimmed its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 36.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,013 shares of the exchange traded fund’s stock after selling 2,302 shares during the quarter. Trek Financial LLC’s holdings in iShares Russell 2000 ETF were worth $1,115,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Rogco LP purchased a new stake in shares of iShares Russell 2000 ETF in the 2nd quarter valued at about $25,000. Montgomery Financial Services LLC purchased a new position in shares of iShares Russell 2000 ETF during the second quarter worth about $30,000. Scarborough Advisors LLC purchased a new position in shares of iShares Russell 2000 ETF during the first quarter worth about $37,000. Signature Resources Capital Management LLC increased its position in shares of iShares Russell 2000 ETF by 362.1% in the third quarter. Signature Resources Capital Management LLC now owns 134 shares of the exchange traded fund’s stock worth $37,000 after purchasing an additional 105 shares during the last quarter. Finally, Axiom Investment Management LLC bought a new position in shares of iShares Russell 2000 ETF in the first quarter worth approximately $40,000.

iShares Russell 2000 ETF Price Performance

Shares of IWM opened at $279.14 on Tuesday. The firm’s 50 day simple moving average is $283.86 and its 200 day simple moving average is $278.65. The company has a market capitalization of $75.35 billion, a P/E ratio of 17.69 and a beta of 1.13. iShares Russell 2000 ETF has a 1-year low of $228.90 and a 1-year high of $305.18.

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.