Occidental Asset Management LLC Trims Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Occidental Asset Management LLC lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 6.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,443 shares of the exchange traded fund’s stock after selling 227 shares during the quarter. Occidental Asset Management LLC’s holdings in iShares Russell 2000 ETF were worth $724,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IWM. BKM Wealth Management LLC purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth approximately $28,000. Ables Iannone Moore & Associates Inc. purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth approximately $29,000. Scarborough Advisors LLC purchased a new stake in shares of iShares Russell 2000 ETF during the fourth quarter worth approximately $29,000. Tucker Asset Management LLC raised its stake in shares of iShares Russell 2000 ETF by 326.8% during the third quarter. Tucker Asset Management LLC now owns 175 shares of the exchange traded fund’s stock worth $31,000 after purchasing an additional 134 shares during the last quarter. Finally, VitalStone Financial LLC raised its position in iShares Russell 2000 ETF by 119.8% in the fourth quarter. VitalStone Financial LLC now owns 178 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 97 shares in the last quarter.

iShares Russell 2000 ETF Trading Up 0.4 %

NYSEARCA:IWM opened at $202.89 on Friday. The stock has a fifty day moving average price of $202.55 and a two-hundred day moving average price of $200.78. iShares Russell 2000 ETF has a 1 year low of $161.67 and a 1 year high of $211.88.

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.