iShares Russell 2000 ETF (NYSEARCA:IWM) Holdings Trimmed by Summit Wealth Partners LLC

Summit Wealth Partners LLC reduced its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,142 shares of the exchange traded fund’s stock after selling 821 shares during the period. iShares Russell 2000 ETF makes up about 1.4% of Summit Wealth Partners LLC’s investment portfolio, making the stock its 20th largest position. Summit Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $7,321,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Principal Financial Group Inc. grew its position in iShares Russell 2000 ETF by 1.4% in the first quarter. Principal Financial Group Inc. now owns 17,116 shares of the exchange traded fund’s stock worth $3,599,000 after buying an additional 243 shares during the last quarter. Mission Wealth Management LP boosted its stake in shares of iShares Russell 2000 ETF by 14.5% during the 1st quarter. Mission Wealth Management LP now owns 11,736 shares of the exchange traded fund’s stock worth $2,468,000 after acquiring an additional 1,489 shares in the last quarter. Blue Trust Inc. boosted its stake in shares of iShares Russell 2000 ETF by 6.8% during the 1st quarter. Blue Trust Inc. now owns 6,477 shares of the exchange traded fund’s stock worth $1,362,000 after acquiring an additional 410 shares in the last quarter. KFA Private Wealth Group LLC grew its holdings in shares of iShares Russell 2000 ETF by 7.4% in the 1st quarter. KFA Private Wealth Group LLC now owns 24,958 shares of the exchange traded fund’s stock worth $5,249,000 after acquiring an additional 1,726 shares during the last quarter. Finally, StoneX Group Inc. raised its position in shares of iShares Russell 2000 ETF by 2.6% during the first quarter. StoneX Group Inc. now owns 14,613 shares of the exchange traded fund’s stock worth $3,073,000 after purchasing an additional 370 shares during the period.

iShares Russell 2000 ETF Stock Down 1.7 %

IWM stock opened at $217.71 on Friday. iShares Russell 2000 ETF has a one year low of $162.83 and a one year high of $228.63. The firm has a 50-day moving average of $218.57 and a two-hundred day moving average of $210.32.

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.