iShares Russell 2000 ETF (NYSEARCA:IWM) Stake Reduced by Bordeaux Wealth Advisors LLC

Bordeaux Wealth Advisors LLC decreased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 8.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,018 shares of the exchange traded fund’s stock after selling 546 shares during the quarter. Bordeaux Wealth Advisors LLC’s holdings in iShares Russell 2000 ETF were worth $1,208,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of IWM. Well Done LLC increased its holdings in iShares Russell 2000 ETF by 30.6% in the fourth quarter. Well Done LLC now owns 5,192 shares of the exchange traded fund’s stock worth $1,042,000 after buying an additional 1,218 shares during the last quarter. Horizon Bancorp Inc. IN boosted its position in shares of iShares Russell 2000 ETF by 110.9% during the 4th quarter. Horizon Bancorp Inc. IN now owns 426 shares of the exchange traded fund’s stock valued at $86,000 after acquiring an additional 224 shares in the last quarter. Venture Visionary Partners LLC lifted its stake in iShares Russell 2000 ETF by 11.2% during the fourth quarter. Venture Visionary Partners LLC now owns 26,719 shares of the exchange traded fund’s stock worth $5,363,000 after purchasing an additional 2,685 shares during the period. Lyell Wealth Management LP raised its stake in iShares Russell 2000 ETF by 2.1% during the fourth quarter. Lyell Wealth Management LP now owns 14,165 shares of the exchange traded fund’s stock worth $2,843,000 after acquiring an additional 288 shares in the last quarter. Finally, Sapient Capital LLC acquired a new stake in shares of iShares Russell 2000 ETF in the 4th quarter valued at $275,000.

iShares Russell 2000 ETF Stock Up 1.0 %

Shares of IWM traded up $1.98 on Friday, hitting $201.90. The company’s stock had a trading volume of 30,107,467 shares, compared to its average volume of 37,546,664. The company has a 50 day moving average price of $202.36 and a 200 day moving average price of $192.37. iShares Russell 2000 ETF has a fifty-two week low of $161.67 and a fifty-two week high of $211.88.

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.