Lifestyle Asset Management Inc. Reduces Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Lifestyle Asset Management Inc. decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 8.3% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 5,867 shares of the exchange traded fund’s stock after selling 529 shares during the period. iShares Russell 2000 ETF makes up approximately 0.7% of Lifestyle Asset Management Inc.’s investment portfolio, making the stock its 28th largest holding. Lifestyle Asset Management Inc.’s holdings in iShares Russell 2000 ETF were worth $1,234,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Morgan Stanley boosted its position in iShares Russell 2000 ETF by 34.8% in the third quarter. Morgan Stanley now owns 19,634,415 shares of the exchange traded fund’s stock valued at $3,470,187,000 after buying an additional 5,063,767 shares during the last quarter. Private Advisor Group LLC boosted its position in iShares Russell 2000 ETF by 104.5% in the fourth quarter. Private Advisor Group LLC now owns 193,264 shares of the exchange traded fund’s stock valued at $38,786,000 after buying an additional 4,492,092 shares during the last quarter. International Assets Investment Management LLC boosted its position in iShares Russell 2000 ETF by 20,707.4% in the fourth quarter. International Assets Investment Management LLC now owns 4,469,230 shares of the exchange traded fund’s stock valued at $897,019,000 after buying an additional 4,447,751 shares during the last quarter. Rafferty Asset Management LLC boosted its position in iShares Russell 2000 ETF by 84.1% in the fourth quarter. Rafferty Asset Management LLC now owns 8,584,687 shares of the exchange traded fund’s stock valued at $1,723,033,000 after buying an additional 3,921,131 shares during the last quarter. Finally, Granite Bay Wealth Management LLC boosted its position in iShares Russell 2000 ETF by 1,331.4% in the fourth quarter. Granite Bay Wealth Management LLC now owns 3,899,062 shares of the exchange traded fund’s stock valued at $782,581,000 after buying an additional 3,626,670 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA IWM traded down $0.06 during midday trading on Wednesday, reaching $201.82. 15,167,150 shares of the stock were exchanged, compared to its average volume of 33,282,109. iShares Russell 2000 ETF has a twelve month low of $161.67 and a twelve month high of $211.88. The firm has a 50-day simple moving average of $202.74 and a two-hundred day simple moving average of $200.89.

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.