Symphony Financial Ltd. Co. Raises Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Symphony Financial Ltd. Co. boosted its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 5.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 73,353 shares of the exchange traded fund’s stock after purchasing an additional 3,776 shares during the period. iShares Russell 2000 ETF makes up approximately 2.6% of Symphony Financial Ltd. Co.’s investment portfolio, making the stock its 8th biggest holding. Symphony Financial Ltd. Co.’s holdings in iShares Russell 2000 ETF were worth $16,754,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of IWM. Abundance Wealth Counselors lifted its position in shares of iShares Russell 2000 ETF by 1.2% during the fourth quarter. Abundance Wealth Counselors now owns 21,877 shares of the exchange traded fund’s stock worth $4,834,000 after purchasing an additional 270 shares during the last quarter. Independence Bank of Kentucky increased its stake in iShares Russell 2000 ETF by 6.9% in the 4th quarter. Independence Bank of Kentucky now owns 29,313 shares of the exchange traded fund’s stock worth $6,477,000 after buying an additional 1,891 shares during the period. OFC Financial Planning LLC purchased a new position in iShares Russell 2000 ETF in the 4th quarter worth about $848,000. SeaBridge Investment Advisors LLC lifted its holdings in iShares Russell 2000 ETF by 2.7% during the 4th quarter. SeaBridge Investment Advisors LLC now owns 2,578 shares of the exchange traded fund’s stock valued at $570,000 after buying an additional 68 shares in the last quarter. Finally, Manuka Financial LLC purchased a new stake in iShares Russell 2000 ETF in the 4th quarter valued at about $243,000.

iShares Russell 2000 ETF Stock Down 0.9 %

Shares of NYSEARCA:IWM opened at $226.48 on Friday. The firm’s 50 day simple moving average is $228.67 and its 200-day simple moving average is $222.77. iShares Russell 2000 ETF has a one year low of $190.06 and a one year high of $244.98.

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.