Upper Left Wealth Management LLC Cuts Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Upper Left Wealth Management LLC cut its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 10.3% during the 1st quarter, Holdings Channel reports. The firm owned 2,622 shares of the exchange traded fund’s stock after selling 302 shares during the quarter. Upper Left Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $523,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Atala Financial Inc purchased a new position in iShares Russell 2000 ETF in the fourth quarter worth $27,000. Conquis Financial LLC purchased a new position in iShares Russell 2000 ETF in the fourth quarter worth $30,000. Thompson Investment Management Inc. purchased a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth about $32,000. Navigoe LLC purchased a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth about $33,000. Finally, Family Management Corp boosted its holdings in shares of iShares Russell 2000 ETF by 224.5% in the 4th quarter. Family Management Corp now owns 159 shares of the exchange traded fund’s stock worth $35,000 after buying an additional 110 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of NYSEARCA:IWM opened at $211.90 on Friday. The company has a market capitalization of $63.54 billion, a P/E ratio of 16.63 and a beta of 1.11. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $244.98. The company’s 50-day moving average is $196.90 and its 200 day moving average is $213.19.

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.