Trek Financial LLC Has $767,000 Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Trek Financial LLC lessened its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 2.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,472 shares of the exchange traded fund’s stock after selling 70 shares during the period. Trek Financial LLC’s holdings in iShares Russell 2000 ETF were worth $767,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Proficio Capital Partners LLC acquired a new position in shares of iShares Russell 2000 ETF during the 4th quarter worth about $4,672,147,000. Jones Financial Companies Lllp increased its position in iShares Russell 2000 ETF by 4.4% in the 4th quarter. Jones Financial Companies Lllp now owns 8,441,577 shares of the exchange traded fund’s stock worth $1,865,251,000 after buying an additional 352,358 shares during the period. Empower Advisory Group LLC lifted its holdings in shares of iShares Russell 2000 ETF by 2.6% during the fourth quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock worth $1,740,740,000 after buying an additional 199,487 shares during the last quarter. Toronto Dominion Bank boosted its position in shares of iShares Russell 2000 ETF by 3.7% in the third quarter. Toronto Dominion Bank now owns 6,729,586 shares of the exchange traded fund’s stock valued at $1,486,498,000 after acquiring an additional 243,160 shares during the period. Finally, JPMorgan Chase & Co. grew its stake in shares of iShares Russell 2000 ETF by 50.5% in the third quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock worth $952,788,000 after acquiring an additional 1,446,443 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA:IWM opened at $181.19 on Monday. iShares Russell 2000 ETF has a one year low of $172.39 and a one year high of $244.98. The company has a fifty day moving average price of $213.12 and a 200 day moving average price of $221.86. The stock has a market cap of $58.01 billion, a P/E ratio of 15.93 and a beta of 1.12.

About iShares Russell 2000 ETF

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.