JFS Wealth Advisors LLC Trims Position in iShares Russell 2000 ETF (NYSEARCA:IWM)
by Scott Moore · The Cerbat GemJFS Wealth Advisors LLC trimmed its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 12.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 24,639 shares of the exchange traded fund’s stock after selling 3,513 shares during the period. JFS Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $4,915,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also recently made changes to their positions in the company. Proficio Capital Partners LLC purchased a new position in shares of iShares Russell 2000 ETF during the 4th quarter valued at approximately $4,672,147,000. Jones Financial Companies Lllp increased its holdings in shares of iShares Russell 2000 ETF by 4.4% during the 4th quarter. Jones Financial Companies Lllp now owns 8,441,577 shares of the exchange traded fund’s stock valued at $1,865,251,000 after purchasing an additional 352,358 shares in the last quarter. Rafferty Asset Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 0.4% during the 4th quarter. Rafferty Asset Management LLC now owns 7,929,117 shares of the exchange traded fund’s stock valued at $1,752,018,000 after purchasing an additional 28,343 shares in the last quarter. Northern Trust Corp increased its holdings in shares of iShares Russell 2000 ETF by 5.5% during the 4th quarter. Northern Trust Corp now owns 4,022,610 shares of the exchange traded fund’s stock valued at $888,836,000 after purchasing an additional 209,752 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in shares of iShares Russell 2000 ETF by 12.4% during the 4th quarter. Ameriprise Financial Inc. now owns 1,937,378 shares of the exchange traded fund’s stock valued at $428,017,000 after purchasing an additional 212,992 shares in the last quarter.
iShares Russell 2000 ETF Price Performance
NYSEARCA:IWM opened at $209.21 on Monday. The firm has a market cap of $62.73 billion, a price-to-earnings ratio of 16.63 and a beta of 1.11. The company has a 50 day moving average price of $202.15 and a 200-day moving average price of $210.98. iShares Russell 2000 ETF has a 1-year low of $171.73 and a 1-year high of $244.98.
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.
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