Orion Portfolio Solutions LLC Has $3.79 Million Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Orion Portfolio Solutions LLC boosted its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 19.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,132 shares of the exchange traded fund’s stock after purchasing an additional 2,830 shares during the quarter. Orion Portfolio Solutions LLC’s holdings in iShares Russell 2000 ETF were worth $3,785,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of IWM. Peoples Bank KS increased its stake in iShares Russell 2000 ETF by 1.3% in the 4th quarter. Peoples Bank KS now owns 3,478 shares of the exchange traded fund’s stock valued at $768,000 after buying 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 fourth quarter. Transform Wealth LLC now owns 2,841 shares of the exchange traded fund’s stock valued at $628,000 after acquiring an additional 45 shares in the last quarter. Walkner Condon Financial Advisors LLC increased its position in shares of iShares Russell 2000 ETF by 0.3% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 15,049 shares of the exchange traded fund’s stock valued at $3,325,000 after acquiring an additional 45 shares during the last quarter. Anchor Investment Management LLC lifted its holdings in iShares Russell 2000 ETF by 6.8% during the third quarter. Anchor Investment Management LLC now owns 743 shares of the exchange traded fund’s stock worth $164,000 after acquiring an additional 47 shares during the period. Finally, Xcel Wealth Management LLC lifted its holdings in iShares Russell 2000 ETF by 3.1% during the fourth quarter. Xcel Wealth Management LLC now owns 1,627 shares of the exchange traded fund’s stock worth $360,000 after acquiring an additional 49 shares during the period.

iShares Russell 2000 ETF Price Performance

Shares of NYSEARCA:IWM opened at $200.45 on Monday. The company has a market capitalization of $64.79 billion, a PE ratio of 16.20 and a beta of 1.19. iShares Russell 2000 ETF has a 1 year low of $191.34 and a 1 year high of $244.98. The business has a fifty day moving average price of $216.50 and a two-hundred day moving average price of $222.66.

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.