Charter Oak Capital Management LLC Lowers Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Charter Oak Capital Management LLC trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 5,468 shares of the exchange traded fund’s stock after selling 281 shares during the period. Charter Oak Capital Management LLC’s holdings in iShares Russell 2000 ETF were worth $1,208,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the business. Legacy Investment Solutions LLC purchased a new stake in iShares Russell 2000 ETF during the 3rd quarter valued at approximately $25,000. Northwest Investment Counselors LLC purchased a new stake in shares of iShares Russell 2000 ETF during the third quarter worth approximately $26,000. PSI Advisors LLC raised its stake in shares of iShares Russell 2000 ETF by 116.7% during the third quarter. PSI Advisors LLC now owns 117 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 63 shares during the last quarter. Insight Inv LLC acquired a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth $30,000. Finally, RPg Family Wealth Advisory LLC purchased a new position in iShares Russell 2000 ETF in the 3rd quarter valued at $31,000.

iShares Russell 2000 ETF Stock Performance

IWM stock opened at $226.50 on Tuesday. The company has a fifty day moving average of $229.25 and a 200-day moving average of $222.44. iShares Russell 2000 ETF has a one year low of $190.06 and a one year high of $244.98.

iShares Russell 2000 ETF 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.