Congress Wealth Management LLC DE Acquires New Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Congress Wealth Management LLC DE purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 2,502 shares of the exchange traded fund’s stock, valued at approximately $557,000.

A number of other institutional investors have also added to or reduced their stakes in IWM. MFA Wealth Advisors LLC raised its stake in iShares Russell 2000 ETF by 20,737.4% in the third quarter. MFA Wealth Advisors LLC now owns 5,402,520 shares of the exchange traded fund’s stock valued at $5,392,000 after buying an additional 5,376,593 shares during the last quarter. EP Wealth Advisors LLC raised its stake in shares of iShares Russell 2000 ETF by 29,315.6% in the third quarter. EP Wealth Advisors LLC now owns 5,213,031 shares of the exchange traded fund’s stock worth $3,815,000 after purchasing an additional 5,195,309 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund raised its stake in shares of iShares Russell 2000 ETF by 9.0% in the third quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 21,500,700 shares of the exchange traded fund’s stock worth $4,703,278,000 after purchasing an additional 1,774,700 shares during the last quarter. SG Americas Securities LLC raised its stake in shares of iShares Russell 2000 ETF by 355.1% in the third quarter. SG Americas Securities LLC now owns 813,526 shares of the exchange traded fund’s stock worth $177,959,000 after purchasing an additional 634,752 shares during the last quarter. Finally, Rafferty Asset Management LLC raised its stake in shares of iShares Russell 2000 ETF by 9.3% in the third quarter. Rafferty Asset Management LLC now owns 4,766,965 shares of the exchange traded fund’s stock worth $1,042,774,000 after purchasing an additional 405,875 shares during the last quarter.

Shares of NYSEARCA:IWM opened at $197.62 on Tuesday. iShares Russell 2000 ETF has a 52-week low of $187.92 and a 52-week high of $244.46. The business has a 50-day moving average price of $201.67 and a 200-day moving average price of $213.85.

About iShares Russell 2000 ETF (Get Rating)

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.

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