iShares Russell 2000 (IWM) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC decreased its holdings in iShares Russell 2000 (NYSEARCA:IWM) by 17.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,384 shares of the exchange traded fund’s stock after selling 494 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Russell 2000 were worth $363,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Sheaff Brock Investment Advisors LLC boosted its position in iShares Russell 2000 by 22.1% during the fourth quarter. Sheaff Brock Investment Advisors LLC now owns 1,945 shares of the exchange traded fund’s stock valued at $297,000 after purchasing an additional 352 shares in the last quarter. Parallel Advisors LLC boosted its position in iShares Russell 2000 by 2.6% during the fourth quarter. Parallel Advisors LLC now owns 14,069 shares of the exchange traded fund’s stock valued at $2,145,000 after purchasing an additional 355 shares in the last quarter. Regal Investment Advisors LLC boosted its position in iShares Russell 2000 by 6.3% during the fourth quarter. Regal Investment Advisors LLC now owns 6,185 shares of the exchange traded fund’s stock valued at $943,000 after purchasing an additional 369 shares in the last quarter. Heritage Trust Co boosted its position in iShares Russell 2000 by 59.9% during the third quarter. Heritage Trust Co now owns 1,001 shares of the exchange traded fund’s stock valued at $148,000 after purchasing an additional 375 shares in the last quarter. Finally, Wedbush Securities Inc. boosted its position in iShares Russell 2000 by 5.7% during the fourth quarter. Wedbush Securities Inc. now owns 7,606 shares of the exchange traded fund’s stock valued at $1,160,000 after purchasing an additional 412 shares in the last quarter.

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Shares of IWM stock opened at $150.36 on Friday. iShares Russell 2000 has a 1-year low of $133.66 and a 1-year high of $160.63.

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iShares Russell 2000 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.

Institutional Ownership by Quarter for iShares Russell 2000 (NYSEARCA:IWM)

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