Wealthquest Corp Sells 75 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Wealthquest Corp decreased its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor 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 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in IWM. Amplius Wealth Advisors LLC raised its position in shares of iShares Russell 2000 ETF by 15.0% during the 4th quarter. Amplius Wealth Advisors LLC now owns 2,075 shares of the exchange traded fund’s stock valued at $458,000 after purchasing an additional 270 shares during the period. Corundum Group Inc. lifted its position in shares of iShares Russell 2000 ETF by 55.8% in the fourth quarter. Corundum Group Inc. now owns 24,444 shares of the exchange traded fund’s stock valued at $5,401,000 after acquiring an additional 8,755 shares in the last quarter. SFG Wealth Management LLC. boosted its stake in shares of iShares Russell 2000 ETF by 5.1% in the fourth quarter. SFG Wealth Management LLC. now owns 1,993 shares of the exchange traded fund’s stock worth $440,000 after acquiring an additional 96 shares during the period. AMI Investment Management Inc. purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth about $663,000. Finally, Bremer Bank National Association grew its position in shares of iShares Russell 2000 ETF by 1.7% during the fourth quarter. Bremer Bank National Association now owns 54,998 shares of the exchange traded fund’s stock worth $12,152,000 after purchasing an additional 924 shares in the last quarter.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $225.46 on Tuesday. iShares Russell 2000 ETF has a 12 month low of $188.21 and a 12 month high of $244.98. The stock’s 50 day moving average is $229.92 and its 200 day moving average is $221.51.

iShares Russell 2000 ETF Company 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.