iShares Russell 2000 ETF (NYSEARCA:IWM) is Corepath Wealth Partners LLC’s 6th Largest Position

Corepath Wealth Partners LLC lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,345 shares of the exchange traded fund’s stock after buying an additional 691 shares during the quarter. iShares Russell 2000 ETF makes up 5.9% of Corepath Wealth Partners LLC’s investment portfolio, making the stock its 6th largest position. Corepath Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $6,251,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Cornerstone Advisors Asset Management LLC grew its holdings in iShares Russell 2000 ETF by 3.5% in the first quarter. Cornerstone Advisors Asset Management LLC now owns 9,199 shares of the exchange traded fund’s stock valued at $1,835,000 after purchasing an additional 311 shares during the period. Golden State Wealth Management LLC grew its holdings in iShares Russell 2000 ETF by 2.7% in the first quarter. Golden State Wealth Management LLC now owns 2,289 shares of the exchange traded fund’s stock valued at $457,000 after purchasing an additional 60 shares during the period. Confluence Wealth Services Inc. grew its holdings in iShares Russell 2000 ETF by 4.6% in the first quarter. Confluence Wealth Services Inc. now owns 5,647 shares of the exchange traded fund’s stock valued at $1,074,000 after purchasing an additional 246 shares during the period. CWC Advisors LLC. grew its holdings in iShares Russell 2000 ETF by 16.6% in the first quarter. CWC Advisors LLC. now owns 5,717 shares of the exchange traded fund’s stock valued at $1,140,000 after purchasing an additional 814 shares during the period. Finally, Bordeaux Wealth Advisors LLC grew its holdings in iShares Russell 2000 ETF by 7.7% in the first quarter. Bordeaux Wealth Advisors LLC now owns 1,544 shares of the exchange traded fund’s stock valued at $308,000 after purchasing an additional 110 shares during the period.

iShares Russell 2000 ETF Stock Up 0.0%

Shares of IWM stock opened at $215.48 on Friday. The stock has a market cap of $63.93 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $244.98. The firm’s 50 day moving average price is $204.91 and its two-hundred day moving average price is $210.52.

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.