Lutz Financial Services LLC Grows Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Lutz Financial Services LLC lifted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,727 shares of the exchange traded fund’s stock after purchasing an additional 114 shares during the quarter. Lutz Financial Services LLC’s holdings in iShares Russell 2000 ETF were worth $824,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. Marshall Investment Management LLC purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth approximately $35,000. Curtis Advisory Group LLC raised its stake in shares of iShares Russell 2000 ETF by 16.5% during the fourth quarter. Curtis Advisory Group LLC now owns 6,030 shares of the exchange traded fund’s stock worth $1,332,000 after purchasing an additional 855 shares during the last quarter. JBR Co Financial Management Inc raised its stake in shares of iShares Russell 2000 ETF by 15.6% during the fourth quarter. JBR Co Financial Management Inc now owns 1,405 shares of the exchange traded fund’s stock worth $310,000 after purchasing an additional 190 shares during the last quarter. First Horizon Advisors Inc. raised its stake in shares of iShares Russell 2000 ETF by 1.6% during the fourth quarter. First Horizon Advisors Inc. now owns 132,701 shares of the exchange traded fund’s stock worth $29,322,000 after purchasing an additional 2,112 shares during the last quarter. Finally, Element Wealth LLC raised its position in iShares Russell 2000 ETF by 67.6% in the fourth quarter. Element Wealth LLC now owns 853 shares of the exchange traded fund’s stock worth $188,000 after acquiring an additional 344 shares in the last quarter.

iShares Russell 2000 ETF Trading Down 2.9 %

NYSEARCA:IWM opened at $217.80 on Friday. The stock has a fifty day moving average price of $224.64 and a two-hundred day moving average price of $223.61. iShares Russell 2000 ETF has a 1 year low of $191.34 and a 1 year high of $244.98.

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.