Circle Wealth Management LLC Has $7.08 Million Stock Position in iShares Russell 2000 ETF (NYSEARCA:IWM)

Circle Wealth Management LLC raised its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 0.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,071 shares of the exchange traded fund’s stock after buying an additional 146 shares during the period. Circle Wealth Management LLC’s holdings in iShares Russell 2000 ETF were worth $7,084,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in IWM. Northwest Investment Counselors LLC bought a new stake in iShares Russell 2000 ETF during the 3rd quarter worth about $26,000. PSI Advisors LLC grew its stake in shares of iShares Russell 2000 ETF by 116.7% during the third quarter. PSI Advisors LLC now owns 117 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 63 shares during the last quarter. Centerpoint Advisors LLC grew its stake in shares of iShares Russell 2000 ETF by 625.0% during the second quarter. Centerpoint Advisors LLC now owns 145 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 125 shares during the period. Cordant Inc. acquired a new position in iShares Russell 2000 ETF in the second quarter valued at about $30,000. Finally, RPg Family Wealth Advisory LLC bought a new position in iShares Russell 2000 ETF during the third quarter worth about $31,000.

iShares Russell 2000 ETF Trading Up 0.4 %

Shares of NYSEARCA:IWM opened at $241.87 on Friday. The firm’s 50 day simple moving average is $226.22 and its 200 day simple moving average is $215.47. iShares Russell 2000 ETF has a fifty-two week low of $178.21 and a fifty-two week high of $244.98.

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.