Litman Gregory Wealth Management LLC Trims Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Litman Gregory Wealth Management LLC cut its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 10.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 117,689 shares of the exchange traded fund’s stock after selling 13,677 shares during the period. iShares Russell 2000 ETF comprises 2.2% of Litman Gregory Wealth Management LLC’s portfolio, making the stock its 11th largest holding. Litman Gregory Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $23,621,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Baystate Wealth Management LLC increased its holdings in shares of iShares Russell 2000 ETF by 2.1% during the 4th quarter. Baystate Wealth Management LLC now owns 2,470 shares of the exchange traded fund’s stock valued at $496,000 after purchasing an additional 51 shares in the last quarter. Grant Street Asset Management Inc. increased its holdings in shares of iShares Russell 2000 ETF by 4.4% during the 4th quarter. Grant Street Asset Management Inc. now owns 1,294 shares of the exchange traded fund’s stock valued at $260,000 after purchasing an additional 54 shares in the last quarter. Rehmann Capital Advisory Group increased its holdings in shares of iShares Russell 2000 ETF by 0.3% during the 3rd quarter. Rehmann Capital Advisory Group now owns 17,630 shares of the exchange traded fund’s stock valued at $3,116,000 after purchasing an additional 57 shares in the last quarter. Eukles Asset Management increased its holdings in shares of iShares Russell 2000 ETF by 35.6% during the 4th quarter. Eukles Asset Management now owns 217 shares of the exchange traded fund’s stock valued at $44,000 after purchasing an additional 57 shares in the last quarter. Finally, Register Financial Advisors LLC increased its holdings in shares of iShares Russell 2000 ETF by 7.3% during the 3rd quarter. Register Financial Advisors LLC now owns 881 shares of the exchange traded fund’s stock valued at $156,000 after purchasing an additional 60 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM traded up $0.25 on Friday, hitting $193.09. The company had a trading volume of 42,502,245 shares, compared to its average volume of 38,578,848. The company’s fifty day moving average price is $202.80 and its 200-day moving average price is $190.81. iShares Russell 2000 ETF has a 12-month low of $161.67 and a 12-month high of $211.88.

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.