iShares Russell 2000 ETF (NYSEARCA:IWM) is HighMark Wealth Management LLC’s 3rd Largest Position

HighMark Wealth Management LLC lessened its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.3% during the 4th quarter, HoldingsChannel reports. The fund owned 58,252 shares of the exchange traded fund’s stock after selling 741 shares during the quarter. iShares Russell 2000 ETF comprises approximately 7.4% of HighMark Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. HighMark Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $12,870,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Fortis Group Advisors LLC grew its stake in shares of iShares Russell 2000 ETF by 124.2% during the 4th quarter. Fortis Group Advisors LLC now owns 15,852 shares of the exchange traded fund’s stock valued at $3,503,000 after acquiring an additional 8,780 shares during the period. D.A. Davidson & CO. lifted its holdings in iShares Russell 2000 ETF by 2.1% during the fourth quarter. D.A. Davidson & CO. now owns 141,832 shares of the exchange traded fund’s stock valued at $31,339,000 after purchasing an additional 2,926 shares in the last quarter. Empower Advisory Group LLC boosted its position in shares of iShares Russell 2000 ETF by 2.6% in the fourth quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock worth $1,740,740,000 after purchasing an additional 199,487 shares during the period. Truist Financial Corp boosted its position in shares of iShares Russell 2000 ETF by 3.8% in the fourth quarter. Truist Financial Corp now owns 1,454,819 shares of the exchange traded fund’s stock worth $321,457,000 after purchasing an additional 52,852 shares during the period. Finally, Burke & Herbert Bank & Trust Co. increased its stake in shares of iShares Russell 2000 ETF by 0.6% in the fourth quarter. Burke & Herbert Bank & Trust Co. now owns 20,946 shares of the exchange traded fund’s stock worth $4,628,000 after purchasing an additional 132 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

IWM opened at $225.97 on Tuesday. The firm’s fifty day moving average is $225.81 and its 200 day moving average is $223.15. iShares Russell 2000 ETF has a fifty-two week low of $191.34 and a fifty-two week 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.