Perissos Private Wealth Management LLC Lowers Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Perissos Private Wealth Management LLC cut its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 14,313 shares of the exchange traded fund’s stock after selling 388 shares during the quarter. iShares Russell 2000 ETF comprises approximately 2.4% of Perissos Private Wealth Management LLC’s investment portfolio, making the stock its 10th biggest position. Perissos Private Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $3,163,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. TFB Advisors LLC increased its stake in shares of iShares Russell 2000 ETF by 4.5% in the 4th quarter. TFB Advisors LLC now owns 12,145 shares of the exchange traded fund’s stock valued at $2,684,000 after purchasing an additional 525 shares during the last quarter. Capital Advisors Inc. OK boosted its stake in iShares Russell 2000 ETF by 20.1% in the fourth quarter. Capital Advisors Inc. OK now owns 1,448 shares of the exchange traded fund’s stock valued at $320,000 after buying an additional 242 shares in the last quarter. Sonata Capital Group Inc. boosted its stake in iShares Russell 2000 ETF by 22.7% in the fourth quarter. Sonata Capital Group Inc. now owns 8,071 shares of the exchange traded fund’s stock valued at $1,783,000 after buying an additional 1,495 shares in the last quarter. David Wealth Management LLC bought a new position in iShares Russell 2000 ETF in the fourth quarter valued at about $383,000. Finally, Guided Capital Wealth Management LLC acquired a new position in iShares Russell 2000 ETF during the fourth quarter worth about $5,207,000.

iShares Russell 2000 ETF Price Performance

IWM stock opened at $225.70 on Wednesday. The firm has a 50-day moving average price of $226.94 and a 200-day moving average price of $223.09. iShares Russell 2000 ETF has a 12 month low of $191.34 and a 12 month high of $244.98.

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.