Confluence Wealth Management LLC trimmed its holdings in shares of iShares Russell 2000 Index (NYSEARCA:IWM) by 3.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,710 shares of the exchange traded fund’s stock after selling 1,556 shares during the quarter. iShares Russell 2000 Index accounts for approximately 2.9% of Confluence Wealth Management LLC’s portfolio, making the stock its 10th biggest position. Confluence Wealth Management LLC’s holdings in iShares Russell 2000 Index were worth $6,054,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of IWM. Edge Wealth Management LLC increased its position in shares of iShares Russell 2000 Index by 1,138.2% during the 3rd quarter. Edge Wealth Management LLC now owns 681 shares of the exchange traded fund’s stock worth $101,000 after purchasing an additional 626 shares during the last quarter. LeJeune Puetz Investment Counsel LLC purchased a new position in iShares Russell 2000 Index during the 3rd quarter valued at about $104,000. Tiedemann Wealth Management LLC boosted its holdings in iShares Russell 2000 Index by 33.3% during the 3rd quarter. Tiedemann Wealth Management LLC now owns 14,757 shares of the exchange traded fund’s stock valued at $115,000 after acquiring an additional 3,685 shares during the period. Gradient Investments LLC purchased a new position in iShares Russell 2000 Index during the 4th quarter valued at about $117,000. Finally, FNY Managed Accounts LLC purchased a new position in iShares Russell 2000 Index during the 3rd quarter valued at about $118,000.

iShares Russell 2000 Index (NYSEARCA:IWM) opened at $148.16 on Tuesday. iShares Russell 2000 Index has a twelve month low of $132.40 and a twelve month high of $160.63. The company has a market capitalization of $40,810.00 and a PE ratio of 37.04.

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About iShares Russell 2000 Index

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 Index (NYSEARCA:IWM)

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