Summit Wealth Partners LLC Sells 1,581 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Summit Wealth Partners LLC lessened its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,561 shares of the exchange traded fund’s stock after selling 1,581 shares during the period. iShares Russell 2000 ETF accounts for about 1.4% of Summit Wealth Partners LLC’s portfolio, making the stock its 23rd largest position. Summit Wealth Partners LLC’s holdings in iShares Russell 2000 ETF were worth $6,974,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Ritholtz Wealth Management increased its stake in iShares Russell 2000 ETF by 7.7% in the 4th quarter. Ritholtz Wealth Management now owns 2,276 shares of the exchange traded fund’s stock worth $503,000 after buying an additional 162 shares during the period. Legacy Trust increased its position in iShares Russell 2000 ETF by 1.0% during the 4th quarter. Legacy Trust now owns 30,400 shares of the exchange traded fund’s stock valued at $6,717,000 after purchasing an additional 295 shares during the period. State of New Jersey Common Pension Fund D purchased a new position in iShares Russell 2000 ETF during the 3rd quarter valued at about $88,890,000. GAMMA Investing LLC increased its position in iShares Russell 2000 ETF by 39.5% during the 4th quarter. GAMMA Investing LLC now owns 3,853 shares of the exchange traded fund’s stock valued at $851,000 after purchasing an additional 1,091 shares during the period. Finally, Silverleafe Capital Partners LLC increased its position in iShares Russell 2000 ETF by 89.6% during the 4th quarter. Silverleafe Capital Partners LLC now owns 8,490 shares of the exchange traded fund’s stock valued at $1,876,000 after purchasing an additional 4,012 shares during the period.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $229.40 on Thursday. The company’s 50-day simple moving average is $228.03 and its two-hundred day simple moving average is $222.88. iShares Russell 2000 ETF has a one year low of $191.02 and a one year high of $244.98.

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.