iShares Russell 2000 ETF $IWM is SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s 5th Largest Position

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lessened its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 53.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,910 shares of the exchange traded fund’s stock after selling 27,938 shares during the period. iShares Russell 2000 ETF accounts for approximately 5.5% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s portfolio, making the stock its 5th largest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in iShares Russell 2000 ETF were worth $6,354,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its position in shares of iShares Russell 2000 ETF by 2.6% in the 4th quarter. Brighton Jones LLC now owns 87,732 shares of the exchange traded fund’s stock valued at $19,385,000 after purchasing an additional 2,221 shares during the period. Revolve Wealth Partners LLC increased its position in iShares Russell 2000 ETF by 13.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after buying an additional 1,431 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in iShares Russell 2000 ETF by 16.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,300 shares of the exchange traded fund’s stock worth $1,855,000 after buying an additional 1,300 shares during the period. FSC Wealth Advisors LLC lifted its stake in iShares Russell 2000 ETF by 416.6% in the second quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock valued at $4,859,000 after buying an additional 18,157 shares during the last quarter. Finally, American Century Companies Inc. lifted its stake in iShares Russell 2000 ETF by 34.4% in the second quarter. American Century Companies Inc. now owns 25,000 shares of the exchange traded fund’s stock valued at $5,395,000 after buying an additional 6,400 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

IWM stock opened at $251.29 on Friday. The company has a market capitalization of $72.90 billion, a P/E ratio of 17.69 and a beta of 1.13. The business has a 50 day simple moving average of $256.73 and a 200-day simple moving average of $251.17. iShares Russell 2000 ETF has a twelve month low of $171.73 and a twelve month high of $271.60.

iShares Russell 2000 ETF Company 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.