iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Acquired by Halbert Hargrove Global Advisors LLC

Halbert Hargrove Global Advisors LLC increased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 352,360 shares of the exchange traded fund’s stock after purchasing an additional 6,048 shares during the quarter. iShares Russell 2000 ETF makes up approximately 4.3% of Halbert Hargrove Global Advisors LLC’s portfolio, making the stock its 10th biggest position. Halbert Hargrove Global Advisors LLC owned approximately 0.11% of iShares Russell 2000 ETF worth $77,858,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in IWM. Peoples Bank KS lifted its holdings in shares of iShares Russell 2000 ETF by 1.3% in the 4th quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock valued at $768,000 after purchasing an additional 45 shares during the last quarter. Transform Wealth LLC raised its position in iShares Russell 2000 ETF by 1.6% in the fourth quarter. Transform Wealth LLC now owns 2,841 shares of the exchange traded fund’s stock worth $628,000 after acquiring an additional 45 shares in the last quarter. Walkner Condon Financial Advisors LLC raised its position in iShares Russell 2000 ETF by 0.3% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock worth $3,325,000 after acquiring an additional 45 shares in the last quarter. Anchor Investment Management LLC increased its stake in iShares Russell 2000 ETF by 6.8% in the 3rd quarter. Anchor Investment Management LLC now owns 743 shares of the exchange traded fund’s stock valued at $164,000 after purchasing an additional 47 shares in the last quarter. Finally, Xcel Wealth Management LLC increased its stake in iShares Russell 2000 ETF by 3.1% in the 4th quarter. Xcel Wealth Management LLC now owns 1,627 shares of the exchange traded fund’s stock valued at $360,000 after purchasing an additional 49 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $214.65 on Friday. iShares Russell 2000 ETF has a 1-year low of $191.34 and a 1-year high of $244.98. The company has a market capitalization of $68.75 billion, a P/E ratio of 16.97 and a beta of 1.17. The business has a 50 day moving average price of $223.56 and a 200 day moving average price of $223.94.

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.