Plan Group Financial LLC Cuts Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Plan Group Financial LLC trimmed its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,338 shares of the exchange traded fund’s stock after selling 220 shares during the period. iShares Russell 2000 ETF accounts for about 0.7% of Plan Group Financial LLC’s holdings, making the stock its 28th biggest holding. Plan Group Financial LLC’s holdings in iShares Russell 2000 ETF were worth $1,400,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the stock. Legacy Investment Solutions LLC purchased a new stake in shares of iShares Russell 2000 ETF in the third quarter worth about $25,000. Northwest Investment Counselors LLC acquired a new position in iShares Russell 2000 ETF during the 3rd quarter worth approximately $26,000. PSI Advisors LLC boosted its holdings in iShares Russell 2000 ETF by 116.7% in the 3rd quarter. PSI Advisors LLC now owns 117 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 63 shares during the period. Field & Main Bank acquired a new stake in iShares Russell 2000 ETF in the fourth quarter valued at approximately $27,000. Finally, Insight Inv LLC purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter valued at approximately $30,000.

iShares Russell 2000 ETF Stock Performance

Shares of IWM stock opened at $227.21 on Wednesday. The firm has a fifty day simple moving average of $225.38 and a 200-day simple moving average of $223.34. iShares Russell 2000 ETF has a twelve month low of $191.34 and a twelve month 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.