Segment Wealth Management LLC Boosts Holdings in iShares Russell 2000 Index (IWM)

Segment Wealth Management LLC boosted its position in shares of iShares Russell 2000 Index (NYSE:IWM) by 63.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,341 shares of the exchange traded fund’s stock after buying an additional 3,228 shares during the period. Segment Wealth Management LLC’s holdings in iShares Russell 2000 Index were worth $1,175,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of IWM. Osborne Partners Capital Management LLC purchased a new stake in iShares Russell 2000 Index during the 2nd quarter worth approximately $214,000. Investment Partners Ltd. OH ADV increased its stake in iShares Russell 2000 Index by 1.3% during the 2nd quarter. Investment Partners Ltd. OH ADV now owns 6,964 shares of the exchange traded fund’s stock worth $981,000 after buying an additional 90 shares in the last quarter. Greenleaf Trust increased its stake in iShares Russell 2000 Index by 2,302.2% during the 2nd quarter. Greenleaf Trust now owns 38,748 shares of the exchange traded fund’s stock worth $5,460,000 after buying an additional 37,135 shares in the last quarter. Berkshire Asset Management LLC PA increased its stake in iShares Russell 2000 Index by 10.9% during the 2nd quarter. Berkshire Asset Management LLC PA now owns 8,295 shares of the exchange traded fund’s stock worth $1,169,000 after buying an additional 816 shares in the last quarter. Finally, Cue Financial Group Inc. increased its stake in iShares Russell 2000 Index by 4.3% during the 2nd quarter. Cue Financial Group Inc. now owns 4,841 shares of the exchange traded fund’s stock worth $682,000 after buying an additional 200 shares in the last quarter.

iShares Russell 2000 Index (NYSE:IWM) traded up 0.26% during midday trading on Wednesday, reaching $143.75. The company’s stock had a trading volume of 6,037,253 shares. The company’s 50-day moving average is $138.95 and its 200 day moving average is $138.72. iShares Russell 2000 Index has a 52 week low of $114.88 and a 52 week high of $144.25.

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iShares Russell 2000 Index 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.

Institutional Ownership by Quarter for iShares Russell 2000 Index (NYSE:IWM)

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