Callan Family Office LLC Has $12.05 Million Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)

Callan Family Office LLC lifted its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 7.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 54,520 shares of the exchange traded fund’s stock after acquiring an additional 3,874 shares during the period. iShares Russell 2000 ETF accounts for about 0.8% of Callan Family Office LLC’s investment portfolio, making the stock its 24th largest position. Callan Family Office LLC’s holdings in iShares Russell 2000 ETF were worth $12,047,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Legacy Investment Solutions LLC bought a new position in shares of iShares Russell 2000 ETF during the 3rd quarter worth about $25,000. Field & Main Bank bought a new position in iShares Russell 2000 ETF in the fourth quarter valued at approximately $27,000. Insight Inv LLC bought a new stake in iShares Russell 2000 ETF in the fourth quarter valued at about $30,000. RPg Family Wealth Advisory LLC acquired a new stake in shares of iShares Russell 2000 ETF in the 3rd quarter valued at approximately $31,000. Finally, Financial Management Professionals Inc. bought a new position in shares of iShares Russell 2000 ETF during the fourth quarter worth $32,000.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $205.28 on Friday. The company’s 50 day moving average price is $222.27 and its two-hundred day moving average price is $223.76. The company has a market capitalization of $65.75 billion, a P/E ratio of 16.97 and a beta of 1.17. iShares Russell 2000 ETF has a 52 week low of $191.34 and a 52 week 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.