Journey Beyond Wealth LLC Acquires New Shares in iShares Russell 2000 ETF (NYSEARCA:IWM)

Journey Beyond Wealth LLC bought a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,594 shares of the exchange traded fund’s stock, valued at approximately $573,000. iShares Russell 2000 ETF accounts for about 0.5% of Journey Beyond Wealth LLC’s portfolio, making the stock its 20th biggest holding.

Other institutional investors have also recently made changes to their positions in the company. Algert Global LLC increased its position in shares of iShares Russell 2000 ETF by 27.3% during the third quarter. Algert Global LLC now owns 12,776 shares of the exchange traded fund’s stock valued at $2,822,000 after buying an additional 2,739 shares during the period. Loomis Sayles & Co. L P grew its stake in iShares Russell 2000 ETF by 502.8% during the third quarter. Loomis Sayles & Co. L P now owns 21,225 shares of the exchange traded fund’s stock valued at $4,688,000 after acquiring an additional 17,704 shares in the last quarter. Truvestments Capital LLC purchased a new position in iShares Russell 2000 ETF during the third quarter valued at approximately $128,000. Associated Banc Corp increased its holdings in iShares Russell 2000 ETF by 5.7% during the 3rd quarter. Associated Banc Corp now owns 11,964 shares of the exchange traded fund’s stock worth $2,643,000 after acquiring an additional 649 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its stake in iShares Russell 2000 ETF by 3,015.6% in the 3rd quarter. The Manufacturers Life Insurance Company now owns 207,033 shares of the exchange traded fund’s stock worth $45,732,000 after purchasing an additional 200,388 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

IWM opened at $207.70 on Wednesday. The firm has a market capitalization of $67.13 billion, a P/E ratio of 16.20 and a beta of 1.19. iShares Russell 2000 ETF has a one year low of $191.34 and a one year high of $244.98. The company has a fifty day moving average price of $217.77 and a 200-day moving average price of $222.76.

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.