Simplicity Wealth LLC Has $840,000 Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Simplicity Wealth LLC lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 39.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,800 shares of the exchange traded fund’s stock after selling 2,435 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares Russell 2000 ETF were worth $840,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Peoples Bank KS raised its holdings in shares of iShares Russell 2000 ETF by 1.3% in the 4th quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock worth $768,000 after purchasing an additional 45 shares during the period. Transform Wealth LLC raised its holdings in shares of iShares Russell 2000 ETF by 1.6% in the 4th quarter. Transform Wealth LLC now owns 2,841 shares of the exchange traded fund’s stock worth $628,000 after purchasing an additional 45 shares during the period. Walkner Condon Financial Advisors LLC raised its holdings in iShares Russell 2000 ETF by 0.3% during the 4th quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock valued at $3,325,000 after acquiring an additional 45 shares during the period. Anchor Investment Management LLC raised its holdings in iShares Russell 2000 ETF by 6.8% during the 3rd quarter. Anchor Investment Management LLC now owns 743 shares of the exchange traded fund’s stock valued at $164,000 after acquiring an additional 47 shares during the period. Finally, Xcel Wealth Management LLC raised its holdings in iShares Russell 2000 ETF by 3.1% during the 4th quarter. Xcel Wealth Management LLC now owns 1,627 shares of the exchange traded fund’s stock valued at $360,000 after acquiring an additional 49 shares during the period.

iShares Russell 2000 ETF Price Performance

Shares of IWM stock opened at $205.95 on Monday. The company’s fifty day simple moving average is $221.94 and its two-hundred day simple moving average is $223.83. iShares Russell 2000 ETF has a 1 year low of $191.34 and a 1 year high of $244.98. The stock has a market capitalization of $65.97 billion, a price-to-earnings ratio of 16.97 and a beta of 1.17.

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.