Agate Pass Investment Management LLC Has $718,000 Stake in iShares Russell 2000 ETF $IWM

Agate Pass Investment Management LLC trimmed its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 28.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,329 shares of the exchange traded fund’s stock after selling 1,300 shares during the quarter. Agate Pass Investment Management LLC’s holdings in iShares Russell 2000 ETF were worth $718,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Ironwood Investment Counsel LLC raised its stake in shares of iShares Russell 2000 ETF by 2.8% in the first quarter. Ironwood Investment Counsel LLC now owns 1,835 shares of the exchange traded fund’s stock valued at $366,000 after purchasing an additional 50 shares in the last quarter. Occidental Asset Management LLC raised its stake in shares of iShares Russell 2000 ETF by 1.5% in the second quarter. Occidental Asset Management LLC now owns 3,396 shares of the exchange traded fund’s stock valued at $733,000 after purchasing an additional 51 shares in the last quarter. USAdvisors Wealth Management LLC raised its stake in shares of iShares Russell 2000 ETF by 0.6% in the first quarter. USAdvisors Wealth Management LLC now owns 9,385 shares of the exchange traded fund’s stock valued at $1,872,000 after purchasing an additional 53 shares in the last quarter. Catalyst Financial Partners LLC grew its position in iShares Russell 2000 ETF by 1.0% in the first quarter. Catalyst Financial Partners LLC now owns 5,302 shares of the exchange traded fund’s stock valued at $1,058,000 after acquiring an additional 55 shares during the period. Finally, Leo Wealth LLC grew its position in iShares Russell 2000 ETF by 1.9% in the second quarter. Leo Wealth LLC now owns 2,997 shares of the exchange traded fund’s stock valued at $647,000 after acquiring an additional 56 shares during the period.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA:IWM opened at $237.79 on Friday. The business’s fifty day moving average price is $235.37 and its two-hundred day moving average price is $216.18. iShares Russell 2000 ETF has a fifty-two week low of $171.73 and a fifty-two week high of $248.48. The stock has a market capitalization of $67.57 billion, a price-to-earnings ratio of 17.69 and a beta of 1.15.

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.