Wealthquest Corp lowered its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 3.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,104 shares of the exchange traded fund’s stock after selling 75 shares during the quarter. Wealthquest Corp’s holdings in iShares Russell 2000 ETF were worth $465,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. Legacy Investment Solutions LLC purchased a new position in shares of iShares Russell 2000 ETF in the 3rd quarter worth $25,000. Northwest Investment Counselors LLC bought a new position in iShares Russell 2000 ETF in the third quarter valued at about $26,000. PSI Advisors LLC boosted its position in iShares Russell 2000 ETF by 116.7% in the third quarter. PSI Advisors LLC now owns 117 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 63 shares during the last quarter. RPg Family Wealth Advisory LLC bought a new stake in shares of iShares Russell 2000 ETF during the 3rd quarter valued at about $31,000. Finally, Financial Management Professionals Inc. purchased a new stake in shares of iShares Russell 2000 ETF during the 4th quarter valued at about $32,000.
iShares Russell 2000 ETF Trading Up 0.4 %
Shares of NYSEARCA:IWM opened at $225.46 on Tuesday. The firm’s 50 day moving average price is $229.92 and its 200-day moving average price is $221.51. iShares Russell 2000 ETF has a twelve month low of $188.21 and a twelve month high of $244.98.
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.
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