HCR Wealth Advisors Makes New Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

HCR Wealth Advisors purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 3,998 shares of the exchange traded fund’s stock, valued at approximately $803,000.

Several other hedge funds and other institutional investors have also modified their holdings of IWM. First Trust Bank Ltd. acquired a new stake in iShares Russell 2000 ETF in the fourth quarter worth $3,733,000. Orion Portfolio Solutions LLC increased its holdings in shares of iShares Russell 2000 ETF by 6.0% in the 4th quarter. Orion Portfolio Solutions LLC now owns 16,201 shares of the exchange traded fund’s stock worth $3,187,000 after acquiring an additional 922 shares during the period. SageView Advisory Group LLC lifted its position in iShares Russell 2000 ETF by 26.6% in the 4th quarter. SageView Advisory Group LLC now owns 8,082 shares of the exchange traded fund’s stock valued at $1,598,000 after purchasing an additional 1,696 shares during the last quarter. FineMark National Bank & Trust lifted its position in iShares Russell 2000 ETF by 0.8% in the 4th quarter. FineMark National Bank & Trust now owns 234,926 shares of the exchange traded fund’s stock valued at $47,152,000 after purchasing an additional 1,843 shares during the last quarter. Finally, Cassady Schiller Wealth Management LLC boosted its stake in iShares Russell 2000 ETF by 6.0% during the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,145 shares of the exchange traded fund’s stock valued at $230,000 after purchasing an additional 65 shares during the period.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM traded up $2.25 on Friday, hitting $205.44. The stock had a trading volume of 19,946,111 shares, compared to its average volume of 25,489,108. The company’s 50-day moving average is $202.93 and its two-hundred day moving average is $196.59. iShares Russell 2000 ETF has a one year low of $161.67 and a one year high of $211.88.

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.