Antonelli Financial Advisors LLC Acquires New Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Antonelli Financial Advisors LLC acquired a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,623 shares of the exchange traded fund’s stock, valued at approximately $800,000. iShares Russell 2000 ETF accounts for about 0.7% of Antonelli Financial Advisors LLC’s holdings, making the stock its 23rd biggest holding.

Several other large investors have also recently modified their holdings of the business. Proficio Capital Partners LLC bought a new position in iShares Russell 2000 ETF during the 4th quarter worth approximately $4,672,147,000. JPMorgan Chase & Co. increased its position 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 worth $952,788,000 after buying an additional 1,446,443 shares during the period. Wealthfront Advisers LLC raised its stake in iShares Russell 2000 ETF by 45,890.5% during the fourth quarter. Wealthfront Advisers LLC now owns 1,394,893 shares of the exchange traded fund’s stock worth $308,216,000 after buying an additional 1,391,860 shares during the last quarter. Strategic Financial Concepts LLC lifted its holdings in iShares Russell 2000 ETF by 21,916.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 737,763 shares of the exchange traded fund’s stock valued at $163,016,000 after buying an additional 734,412 shares during the period. Finally, Redwood Investment Management LLC bought a new stake in iShares Russell 2000 ETF during the third quarter valued at $142,774,000.

iShares Russell 2000 ETF Trading Down 0.6 %

IWM stock opened at $205.06 on Friday. iShares Russell 2000 ETF has a 1-year low of $191.34 and a 1-year high of $244.98. The stock has a 50-day moving average price of $218.43 and a 200-day moving average price of $222.76. The firm has a market cap of $66.28 billion, a PE ratio of 16.20 and a beta of 1.19.

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.