Perissos Private Wealth Management LLC Has $3.76 Million Position in iShares Russell 2000 ETF $IWM

Perissos Private Wealth Management LLC decreased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 42.8% in the fourth quarter, Holdings Channel reports. The firm owned 15,256 shares of the exchange traded fund’s stock after selling 11,396 shares during the quarter. iShares Russell 2000 ETF accounts for about 3.2% of Perissos Private Wealth Management LLC’s portfolio, making the stock its 9th biggest position. Perissos Private Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $3,755,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of IWM. Brighton Jones LLC increased its holdings 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 worth $19,385,000 after purchasing an additional 2,221 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of iShares Russell 2000 ETF by 13.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 12,233 shares of the exchange traded fund’s stock worth $2,703,000 after purchasing an additional 1,431 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of iShares Russell 2000 ETF by 16.3% in the 1st 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 purchasing an additional 1,300 shares in the last quarter. FSC Wealth Advisors LLC boosted its stake in shares of iShares Russell 2000 ETF by 416.6% in the 2nd quarter. FSC Wealth Advisors LLC now owns 22,515 shares of the exchange traded fund’s stock worth $4,859,000 after buying an additional 18,157 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in shares of iShares Russell 2000 ETF by 22.3% in the 2nd quarter. Sei Investments Co. now owns 16,320 shares of the exchange traded fund’s stock worth $3,522,000 after buying an additional 2,975 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

IWM stock opened at $290.51 on Wednesday. The company has a market cap of $80.67 billion, a P/E ratio of 17.69 and a beta of 1.11. iShares Russell 2000 ETF has a 1 year low of $202.67 and a 1 year high of $290.55. The stock’s fifty day moving average price is $267.06 and its 200-day moving average price is $258.80.

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.