Lifestyle Asset Management Inc. Boosts Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Lifestyle Asset Management Inc. grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,015 shares of the exchange traded fund’s stock after acquiring an additional 117 shares during the quarter. iShares Russell 2000 ETF comprises 0.7% of Lifestyle Asset Management Inc.’s holdings, making the stock its 24th largest position. Lifestyle Asset Management Inc.’s holdings in iShares Russell 2000 ETF were worth $1,329,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Vanguard Personalized Indexing Management LLC acquired a new position in shares of iShares Russell 2000 ETF during the 2nd quarter worth approximately $454,000. AQR Capital Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 78.9% in the second quarter. AQR Capital Management LLC now owns 7,333 shares of the exchange traded fund’s stock valued at $1,488,000 after purchasing an additional 3,234 shares during the last quarter. Earnest Partners LLC increased its holdings in shares of iShares Russell 2000 ETF by 85.4% in the second quarter. Earnest Partners LLC now owns 12,430 shares of the exchange traded fund’s stock valued at $2,522,000 after purchasing an additional 5,726 shares during the last quarter. Dimension Capital Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 1.9% in the second quarter. Dimension Capital Management LLC now owns 59,505 shares of the exchange traded fund’s stock valued at $12,073,000 after purchasing an additional 1,082 shares during the last quarter. Finally, Daymark Wealth Partners LLC increased its holdings in shares of iShares Russell 2000 ETF by 205.9% in the second quarter. Daymark Wealth Partners LLC now owns 44,723 shares of the exchange traded fund’s stock valued at $9,074,000 after purchasing an additional 30,103 shares during the last quarter.

iShares Russell 2000 ETF Stock Up 0.5 %

NYSEARCA:IWM opened at $229.33 on Friday. iShares Russell 2000 ETF has a one year low of $190.06 and a one year high of $244.98. The stock has a 50 day moving average price of $229.30 and a 200 day moving average price of $221.92.

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.