Perigon Wealth Management LLC raised its holdings in shares of iShares Russell 2000 Index (NYSE:IWM) by 4.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,281 shares of the exchange traded fund’s stock after purchasing an additional 578 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares Russell 2000 Index were worth $1,872,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Osborne Partners Capital Management LLC purchased a new position in shares of iShares Russell 2000 Index during the second quarter valued at $214,000. Investment Partners Ltd. OH ADV increased its stake in shares of iShares Russell 2000 Index by 1.3% during the second quarter. Investment Partners Ltd. OH ADV now owns 6,964 shares of the exchange traded fund’s stock valued at $981,000 after buying an additional 90 shares during the period. Greenleaf Trust increased its stake in shares of iShares Russell 2000 Index by 2,302.2% during the second quarter. Greenleaf Trust now owns 38,748 shares of the exchange traded fund’s stock valued at $5,460,000 after buying an additional 37,135 shares during the period. Berkshire Asset Management LLC PA increased its stake in shares of iShares Russell 2000 Index by 10.9% during the second quarter. Berkshire Asset Management LLC PA now owns 8,295 shares of the exchange traded fund’s stock valued at $1,169,000 after buying an additional 816 shares during the period. Finally, Cue Financial Group Inc. increased its stake in shares of iShares Russell 2000 Index by 4.3% during the second quarter. Cue Financial Group Inc. now owns 4,841 shares of the exchange traded fund’s stock valued at $682,000 after buying an additional 200 shares during the period.

iShares Russell 2000 Index (NYSE IWM) opened at 149.98 on Friday. iShares Russell 2000 Index has a 52 week low of $114.88 and a 52 week high of $150.68. The stock’s 50 day moving average price is $145.78 and its 200 day moving average price is $140.66.

The company also recently announced a quarterly dividend, which was paid on Friday, September 29th. Investors of record on Wednesday, September 27th were paid a dividend of $0.3485 per share. This represents a $1.39 annualized dividend and a yield of 0.93%. The ex-dividend date was Tuesday, September 26th.

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About iShares Russell 2000 Index

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.

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Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSE:IWM)

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