Bernardo Wealth Planning LLC Makes New $287,000 Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

Bernardo Wealth Planning LLC bought a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,325 shares of the exchange traded fund’s stock, valued at approximately $287,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Personalized Indexing Management LLC acquired a new position in shares of iShares Russell 2000 ETF in the 2nd quarter valued at $454,000. Ieq Capital LLC grew its position in iShares Russell 2000 ETF by 26.2% during the 2nd quarter. Ieq Capital LLC now owns 41,099 shares of the exchange traded fund’s stock worth $8,338,000 after purchasing an additional 8,544 shares during the last quarter. Granite Investment Partners LLC increased its stake in iShares Russell 2000 ETF by 4,340.0% in the second quarter. Granite Investment Partners LLC now owns 444 shares of the exchange traded fund’s stock valued at $90,000 after purchasing an additional 434 shares during the period. Ameritas Investment Partners Inc. raised its holdings in shares of iShares Russell 2000 ETF by 17.6% in the second quarter. Ameritas Investment Partners Inc. now owns 91,255 shares of the exchange traded fund’s stock valued at $18,515,000 after buying an additional 13,676 shares during the last quarter. Finally, Summit Trail Advisors LLC boosted its stake in shares of iShares Russell 2000 ETF by 20.5% during the second quarter. Summit Trail Advisors LLC now owns 63,402 shares of the exchange traded fund’s stock worth $12,864,000 after buying an additional 10,788 shares during the period.

iShares Russell 2000 ETF Price Performance

NYSEARCA IWM opened at $225.46 on Friday. The business’s 50-day moving average price is $229.92 and its 200 day moving average price is $221.23. iShares Russell 2000 ETF has a 52-week low of $188.21 and a 52-week 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.