iShares Russell 2000 ETF $IWM Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC grew its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 843.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,692 shares of the exchange traded fund’s stock after acquiring an additional 91,809 shares during the period. iShares Russell 2000 ETF comprises about 1.1% of Venturi Wealth Management LLC’s investment portfolio, making the stock its 23rd biggest holding. Venturi Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $22,160,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Opal Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 ETF during the second quarter valued at about $28,000. Financial Network Wealth Advisors LLC acquired a new stake in shares of iShares Russell 2000 ETF during the first quarter valued at about $29,000. Brooklyn Investment Group acquired a new position in iShares Russell 2000 ETF in the first quarter worth about $30,000. Proathlete Wealth Management LLC acquired a new position in iShares Russell 2000 ETF in the second quarter worth about $30,000. Finally, 1 North Wealth Services LLC acquired a new position in iShares Russell 2000 ETF in the first quarter worth about $34,000.

iShares Russell 2000 ETF Stock Performance

NYSEARCA:IWM opened at $244.16 on Wednesday. The company has a market capitalization of $70.43 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15. iShares Russell 2000 ETF has a one year low of $171.73 and a one year high of $248.48. The stock has a 50-day simple moving average of $233.89 and a 200 day simple moving average of $215.51.

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.