Essential Planning LLC. Makes New $4.07 Million Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

Essential Planning LLC. acquired a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 17,875 shares of the exchange traded fund’s stock, valued at approximately $4,074,000.

Several other large investors also recently added to or reduced their stakes in the stock. Proficio Capital Partners LLC bought a new position in shares of iShares Russell 2000 ETF during the fourth quarter valued at approximately $4,672,147,000. Jones Financial Companies Lllp grew its stake in shares of iShares Russell 2000 ETF by 4.4% during the fourth 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 buying an additional 352,358 shares during the last quarter. Empower Advisory Group LLC grew its stake in shares of iShares Russell 2000 ETF by 2.6% during the fourth quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock valued at $1,740,740,000 after buying an additional 199,487 shares during the last quarter. Toronto Dominion Bank grew its stake in shares of iShares Russell 2000 ETF by 3.7% during the third quarter. Toronto Dominion Bank now owns 6,729,586 shares of the exchange traded fund’s stock valued at $1,486,498,000 after buying an additional 243,160 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its stake in shares of iShares Russell 2000 ETF by 50.5% during the third quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock valued at $952,788,000 after buying an additional 1,446,443 shares during the last quarter.

iShares Russell 2000 ETF Stock Performance

IWM opened at $201.10 on Thursday. The stock has a market cap of $64.41 billion, a price-to-earnings ratio of 16.97 and a beta of 1.17. The stock’s 50 day moving average price is $220.74 and its 200-day moving average price is $223.44. iShares Russell 2000 ETF has a one year low of $191.34 and a one year high of $244.98.

iShares Russell 2000 ETF 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.