Campbell Wealth Management Has $3.81 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Campbell Wealth Management grew its position in iShares Russell 2000 ETF (NYSEARCA:IWMFree Report) by 12.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,250 shares of the exchange traded fund’s stock after buying an additional 1,925 shares during the quarter. iShares Russell 2000 ETF makes up approximately 0.3% of Campbell Wealth Management’s portfolio, making the stock its 19th largest position. Campbell Wealth Management’s holdings in iShares Russell 2000 ETF were worth $3,812,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Peoples Bank KS boosted its stake in iShares Russell 2000 ETF by 1.3% during the 4th quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock worth $768,000 after acquiring an additional 45 shares during the last quarter. Transform Wealth LLC grew 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 valued at $628,000 after buying an additional 45 shares during the period. Walkner Condon Financial Advisors LLC increased its position in shares of iShares Russell 2000 ETF by 0.3% in 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 buying an additional 45 shares in the last quarter. Anchor Investment Management LLC raised its stake 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 worth $164,000 after buying an additional 47 shares during the period. Finally, Jackson Grant Investment Advisers Inc. lifted its holdings in iShares Russell 2000 ETF by 0.5% during the fourth quarter. Jackson Grant Investment Advisers Inc. now owns 10,269 shares of the exchange traded fund’s stock worth $2,269,000 after acquiring an additional 52 shares in the last quarter.

iShares Russell 2000 ETF Stock Performance

Shares of iShares Russell 2000 ETF stock opened at $226.14 on Friday. The business has a 50-day moving average of $226.30 and a two-hundred day moving average of $223.10. iShares Russell 2000 ETF has a 1 year low of $191.34 and a 1 year high of $244.98.

About iShares Russell 2000 ETF

(Free Report)

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.

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

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