Legacy Wealth Partners LLC Has $2.87 Million Position in iShares Russell 2000 ETF $IWM

Legacy Wealth Partners LLC boosted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 21.5% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,568 shares of the exchange traded fund’s stock after purchasing an additional 2,045 shares during the period. iShares Russell 2000 ETF comprises approximately 0.7% of Legacy Wealth Partners LLC’s holdings, making the stock its 26th largest position. Legacy Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $2,869,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. DSG Capital Advisors LLC acquired a new stake in shares of iShares Russell 2000 ETF in the fourth quarter worth about $1,354,000. Cobblestone Capital Advisors LLC NY boosted its stake in shares of iShares Russell 2000 ETF by 22.5% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 32,691 shares of the exchange traded fund’s stock worth $7,910,000 after acquiring an additional 6,002 shares in the last quarter. Capstone Wealth Management Group LLC acquired a new position in shares of iShares Russell 2000 ETF during the 3rd quarter valued at about $6,291,000. Westwood Wealth Management acquired a new position in shares of iShares Russell 2000 ETF during the 4th quarter valued at about $820,000. Finally, Citizens Business Bank raised its stake in shares of iShares Russell 2000 ETF by 15.9% in the 3rd quarter. Citizens Business Bank now owns 39,714 shares of the exchange traded fund’s stock valued at $9,609,000 after acquiring an additional 5,456 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

IWM opened at $295.32 on Wednesday. The firm has a market cap of $82.01 billion, a P/E ratio of 17.69 and a beta of 1.11. The business has a 50 day moving average price of $283.23 and a 200 day moving average price of $265.77. iShares Russell 2000 ETF has a twelve month low of $211.89 and a twelve month high of $299.49.

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.