Marcum Wealth LLC raised its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 14.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,233 shares of the exchange traded fund’s stock after acquiring an additional 414 shares during the period. Marcum Wealth LLC’s holdings in iShares Russell 2000 ETF were worth $714,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors also recently modified their holdings of IWM. Oppenheimer Asset Management Inc. lifted its holdings in shares of iShares Russell 2000 ETF by 20.5% in the second quarter. Oppenheimer Asset Management Inc. now owns 38,856 shares of the exchange traded fund’s stock valued at $7,883,000 after purchasing an additional 6,603 shares in the last quarter. Rathbones Group PLC boosted its position in iShares Russell 2000 ETF by 15.2% during the 2nd quarter. Rathbones Group PLC now owns 19,572 shares of the exchange traded fund’s stock worth $3,971,000 after acquiring an additional 2,580 shares during the last quarter. Financial Perspectives Inc grew its stake in shares of iShares Russell 2000 ETF by 10.3% during the 2nd quarter. Financial Perspectives Inc now owns 2,372 shares of the exchange traded fund’s stock worth $481,000 after acquiring an additional 222 shares in the last quarter. Perissos Private Wealth Management LLC bought a new position in shares of iShares Russell 2000 ETF during the 2nd quarter worth approximately $937,000. Finally, Quantbot Technologies LP raised its holdings in shares of iShares Russell 2000 ETF by 99.3% in the second quarter. Quantbot Technologies LP now owns 24,332 shares of the exchange traded fund’s stock valued at $4,937,000 after purchasing an additional 12,123 shares during the last quarter.
iShares Russell 2000 ETF Stock Performance
Shares of IWM opened at $217.25 on Tuesday. iShares Russell 2000 ETF has a 12 month low of $187.52 and a 12 month high of $244.98. The firm has a fifty day simple moving average of $230.76 and a 200 day simple moving average of $220.90.
About iShares Russell 2000 ETF
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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