Moulton Wealth Management Inc. Acquires 1,407 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Moulton Wealth Management Inc. boosted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 55.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,945 shares of the exchange traded fund’s stock after buying an additional 1,407 shares during the quarter. iShares Russell 2000 ETF accounts for approximately 0.7% of Moulton Wealth Management Inc.’s investment portfolio, making the stock its 27th largest position. Moulton Wealth Management Inc.’s holdings in iShares Russell 2000 ETF were worth $872,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Legacy Investment Solutions LLC purchased a new position in iShares Russell 2000 ETF in the 3rd quarter worth about $25,000. Northwest Investment Counselors LLC bought a new stake in shares of iShares Russell 2000 ETF in the third quarter valued at about $26,000. PSI Advisors LLC lifted its stake in iShares Russell 2000 ETF by 116.7% in the third 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. RPg Family Wealth Advisory LLC bought a new position in iShares Russell 2000 ETF during the 3rd quarter worth about $31,000. Finally, Financial Management Professionals Inc. purchased a new position in iShares Russell 2000 ETF during the 4th quarter valued at about $32,000.

iShares Russell 2000 ETF Stock Up 0.4 %

Shares of IWM opened at $225.46 on Monday. The company has a 50 day moving average price of $229.92 and a 200-day moving average price of $221.37. iShares Russell 2000 ETF has a fifty-two week low of $188.21 and a fifty-two week 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.