Great Waters Wealth Management Has $23.88 Million Stock Position in iShares Russell 2000 ETF $IWM

by · The Markets Daily

Great Waters Wealth Management trimmed its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 98,682 shares of the exchange traded fund’s stock after selling 7,074 shares during the quarter. iShares Russell 2000 ETF accounts for about 2.8% of Great Waters Wealth Management’s holdings, making the stock its 9th largest position. Great Waters Wealth Management’s holdings in iShares Russell 2000 ETF were worth $23,877,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Empower Advisory Group LLC boosted its holdings in shares of iShares Russell 2000 ETF by 5.8% in the 2nd quarter. Empower Advisory Group LLC now owns 8,616,866 shares of the exchange traded fund’s stock worth $1,859,433,000 after buying an additional 472,801 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in iShares Russell 2000 ETF by 35.3% during the second quarter. JPMorgan Chase & Co. now owns 8,178,921 shares of the exchange traded fund’s stock worth $1,764,930,000 after buying an additional 2,134,779 shares during the last quarter. Rafferty Asset Management LLC raised its position in iShares Russell 2000 ETF by 10.6% in the second quarter. Rafferty Asset Management LLC now owns 6,747,829 shares of the exchange traded fund’s stock worth $1,456,114,000 after acquiring an additional 648,801 shares during the period. Holocene Advisors LP purchased a new position in iShares Russell 2000 ETF in the second quarter valued at about $1,230,003,000. Finally, Canada Pension Plan Investment Board grew its position in shares of iShares Russell 2000 ETF by 74.7% during the 1st quarter. Canada Pension Plan Investment Board now owns 3,010,000 shares of the exchange traded fund’s stock valued at $600,465,000 after acquiring an additional 1,287,000 shares during the period.

iShares Russell 2000 ETF Stock Up 1.1%

Shares of IWM stock opened at $253.58 on Tuesday. The firm has a market cap of $70.23 billion, a P/E ratio of 17.69 and a beta of 1.13. The company has a 50 day moving average of $245.69 and a 200-day moving average of $234.03. iShares Russell 2000 ETF has a 12-month low of $171.73 and a 12-month high of $258.20.

iShares Russell 2000 ETF Profile

(Free Report)

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.

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