Charles Carroll Financial Partners LLC Acquires New Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Charles Carroll Financial Partners LLC purchased a new position in iShares Russell 2000 ETF (NYSEARCA:IWM) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 3,425 shares of the exchange traded fund’s stock, valued at approximately $687,000. iShares Russell 2000 ETF comprises 0.7% of Charles Carroll Financial Partners LLC’s investment portfolio, making the stock its 26th largest position.

Several other institutional investors also recently modified their holdings of the company. BKM Wealth Management LLC acquired a new stake in shares of iShares Russell 2000 ETF in the 4th quarter valued at $28,000. Tucker Asset Management LLC increased its stake in shares of iShares Russell 2000 ETF by 326.8% in the 3rd quarter. Tucker Asset Management LLC now owns 175 shares of the exchange traded fund’s stock valued at $31,000 after acquiring an additional 134 shares during the last quarter. Arjuna Capital bought a new stake in shares of iShares Russell 2000 ETF in the 3rd quarter valued at about $34,000. Legacy Financial Group LLC bought a new stake in iShares Russell 2000 ETF during the 3rd quarter worth approximately $36,000. Finally, Tradewinds Capital Management LLC bought a new stake in iShares Russell 2000 ETF during the 4th quarter worth approximately $40,000.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM traded up $1.98 during trading hours on Friday, reaching $201.90. 30,880,550 shares of the company’s stock were exchanged, compared to its average volume of 33,680,616. The company’s 50-day moving average is $202.40 and its two-hundred day moving average is $192.57. iShares Russell 2000 ETF has a one year low of $161.67 and a one year 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.