Vertex Planning Partners LLC Boosts Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Vertex Planning Partners LLC grew its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 14.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,158 shares of the exchange traded fund’s stock after purchasing an additional 145 shares during the quarter. Vertex Planning Partners LLC’s holdings in iShares Russell 2000 ETF were worth $256,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the business. Proficio Capital Partners LLC bought a new stake in iShares Russell 2000 ETF in the 4th quarter valued at $4,672,147,000. Jones Financial Companies Lllp increased its stake in iShares Russell 2000 ETF by 4.4% in the 4th quarter. Jones Financial Companies Lllp now owns 8,441,577 shares of the exchange traded fund’s stock worth $1,865,251,000 after acquiring an additional 352,358 shares during the last quarter. Empower Advisory Group LLC raised its holdings in shares of iShares Russell 2000 ETF by 2.6% during the 4th quarter. Empower Advisory Group LLC now owns 7,878,078 shares of the exchange traded fund’s stock worth $1,740,740,000 after acquiring an additional 199,487 shares in the last quarter. Toronto Dominion Bank grew its holdings in shares of iShares Russell 2000 ETF by 3.7% in the third quarter. Toronto Dominion Bank now owns 6,729,586 shares of the exchange traded fund’s stock valued at $1,486,498,000 after purchasing an additional 243,160 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in iShares Russell 2000 ETF by 50.5% during the third quarter. JPMorgan Chase & Co. now owns 4,313,404 shares of the exchange traded fund’s stock valued at $952,788,000 after purchasing an additional 1,446,443 shares in the last quarter.

iShares Russell 2000 ETF Stock Down 0.5 %

iShares Russell 2000 ETF stock opened at $204.61 on Friday. iShares Russell 2000 ETF has a twelve month low of $191.34 and a twelve month high of $244.98. The company’s 50-day moving average price is $217.00 and its 200-day moving average price is $222.52. The company has a market cap of $66.13 billion, a PE ratio of 16.20 and a beta of 1.19.

About iShares Russell 2000 ETF

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.