SimpliFi Inc. Sells 23,623 Shares of iShares Russell 2000 ETF (IWM)

SimpliFi Inc. cut its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 24.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 73,028 shares of the exchange traded fund’s stock after selling 23,623 shares during the period. iShares Russell 2000 ETF comprises approximately 8.6% of SimpliFi Inc.’s holdings, making the stock its 6th largest position. SimpliFi Inc.’s holdings in iShares Russell 2000 ETF were worth $12,309,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Welch & Forbes LLC raised its stake in iShares Russell 2000 ETF by 13.1% during the 3rd quarter. Welch & Forbes LLC now owns 40,464 shares of the exchange traded fund’s stock valued at $6,820,000 after buying an additional 4,690 shares during the last quarter. Intercontinental Wealth Advisors LLC raised its stake in iShares Russell 2000 ETF by 11.2% during the 3rd quarter. Intercontinental Wealth Advisors LLC now owns 20,716 shares of the exchange traded fund’s stock valued at $3,492,000 after buying an additional 2,088 shares during the last quarter. Addenda Capital Inc. raised its stake in iShares Russell 2000 ETF by 13.5% during the 3rd quarter. Addenda Capital Inc. now owns 6,585 shares of the exchange traded fund’s stock valued at $1,112,000 after buying an additional 783 shares during the last quarter. Baystate Wealth Management LLC raised its stake in iShares Russell 2000 ETF by 108.8% during the 3rd quarter. Baystate Wealth Management LLC now owns 998 shares of the exchange traded fund’s stock valued at $156,000 after buying an additional 520 shares during the last quarter. Finally, First Hawaiian Bank raised its stake in iShares Russell 2000 ETF by 1,319.9% during the 3rd quarter. First Hawaiian Bank now owns 41,945 shares of the exchange traded fund’s stock valued at $7,070,000 after buying an additional 38,991 shares during the last quarter.

IWM traded down $1.25 during mid-day trading on Wednesday, reaching $157.39. 855,846 shares of the company traded hands, compared to its average volume of 21,807,813. iShares Russell 2000 ETF has a 52-week low of $142.50 and a 52-week high of $173.39.

The business also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Shareholders of record on Thursday, September 27th were paid a dividend of $0.4504 per share. The ex-dividend date of this dividend was Wednesday, September 26th. This represents a $1.80 dividend on an annualized basis and a yield of 1.14%.

iShares Russell 2000 ETF Company 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.

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Institutional Ownership by Quarter for iShares Russell 2000 ETF (NYSEARCA:IWM)

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