Annex Advisory Services LLC Trims Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Annex Advisory Services LLC lowered its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 7.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,356 shares of the exchange traded fund’s stock after selling 111 shares during the period. Annex Advisory Services LLC’s holdings in iShares Russell 2000 ETF were worth $271,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Proficio Capital Partners LLC bought a new position in shares of iShares Russell 2000 ETF in the fourth quarter valued at approximately $4,672,147,000. Jones Financial Companies Lllp lifted its stake in iShares Russell 2000 ETF by 4.4% in the 4th quarter. Jones Financial Companies Lllp now owns 8,441,577 shares of the exchange traded fund’s stock worth $1,865,251,000 after purchasing an additional 352,358 shares in the last quarter. Rafferty Asset Management LLC lifted its stake in iShares Russell 2000 ETF by 0.4% in the 4th quarter. Rafferty Asset Management LLC now owns 7,929,117 shares of the exchange traded fund’s stock worth $1,752,018,000 after purchasing an additional 28,343 shares in the last quarter. Empower Advisory Group LLC boosted its holdings in iShares Russell 2000 ETF by 2.6% in the 4th quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock valued at $1,740,740,000 after purchasing an additional 199,487 shares during the period. Finally, JPMorgan Chase & Co. grew its position in shares of iShares Russell 2000 ETF by 50.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock valued at $952,788,000 after purchasing an additional 1,446,443 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

iShares Russell 2000 ETF stock opened at $211.90 on Friday. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $244.98. The stock has a market cap of $63.54 billion, a P/E ratio of 16.63 and a beta of 1.11. The firm’s fifty day moving average price is $196.90 and its 200-day moving average price is $213.31.

About iShares Russell 2000 ETF

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.