Lyell Wealth Management LP Has $2.14 Million Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Lyell Wealth Management LP reduced its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 22.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 10,712 shares of the exchange traded fund’s stock after selling 3,110 shares during the period. Lyell Wealth Management LP’s holdings in iShares Russell 2000 ETF were worth $2,137,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. CM Wealth Advisors LLC increased its stake in shares of iShares Russell 2000 ETF by 0.8% in the 4th quarter. CM Wealth Advisors LLC now owns 5,531 shares of the exchange traded fund’s stock valued at $1,222,000 after buying an additional 45 shares during the period. BOS Asset Management LLC increased its stake in shares of iShares Russell 2000 ETF by 2.9% in the 4th quarter. BOS Asset Management LLC now owns 1,612 shares of the exchange traded fund’s stock valued at $356,000 after buying an additional 45 shares during the period. Sumitomo Mitsui Financial Group Inc. increased its stake in shares of iShares Russell 2000 ETF by 5.1% in the 4th quarter. Sumitomo Mitsui Financial Group Inc. now owns 996 shares of the exchange traded fund’s stock valued at $220,000 after buying an additional 48 shares during the period. Capital Group Private Client Services Inc. increased its stake in shares of iShares Russell 2000 ETF by 0.3% in the 4th quarter. Capital Group Private Client Services Inc. now owns 18,028 shares of the exchange traded fund’s stock valued at $3,984,000 after buying an additional 48 shares during the period. Finally, NFP Retirement Inc. increased its stake in shares of iShares Russell 2000 ETF by 3.4% in the 4th quarter. NFP Retirement Inc. now owns 1,500 shares of the exchange traded fund’s stock valued at $331,000 after buying an additional 50 shares during the period.

iShares Russell 2000 ETF Stock Performance

NYSEARCA IWM opened at $221.56 on Thursday. iShares Russell 2000 ETF has a 52 week low of $171.73 and a 52 week high of $244.98. The stock has a market capitalization of $64.21 billion, a P/E ratio of 17.69 and a beta of 1.15. The stock has a fifty day moving average of $215.32 and a 200-day moving average of $210.13.

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.