Lyell Wealth Management LP Trims Position in iShares Russell 2000 ETF (IWM)

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Lyell Wealth Management LP lessened its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,668 shares of the exchange traded fund’s stock after selling 353 shares during the period. iShares Russell 2000 ETF makes up about 1.9% of Lyell Wealth Management LP’s investment portfolio, making the stock its 15th largest position. Lyell Wealth Management LP’s holdings in iShares Russell 2000 ETF were worth $5,521,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Morgan Stanley increased its position in iShares Russell 2000 ETF by 34.0% during the second quarter. Morgan Stanley now owns 18,717,811 shares of the exchange traded fund’s stock valued at $3,065,416,000 after acquiring an additional 4,747,778 shares during the last quarter. Radnor Capital Management LLC increased its position in iShares Russell 2000 ETF by 23.6% during the second quarter. Radnor Capital Management LLC now owns 9,625 shares of the exchange traded fund’s stock valued at $1,576,000 after acquiring an additional 1,840 shares during the last quarter. Bank of New York Mellon Corp increased its position in iShares Russell 2000 ETF by 2.6% during the second quarter. Bank of New York Mellon Corp now owns 1,117,904 shares of the exchange traded fund’s stock valued at $183,078,000 after acquiring an additional 28,020 shares during the last quarter. Hedeker Wealth LLC purchased a new stake in shares of iShares Russell 2000 ETF during the second quarter valued at $358,000. Finally, FCA Corp TX boosted its stake in shares of iShares Russell 2000 ETF by 14.8% during the second quarter. FCA Corp TX now owns 5,920 shares of the exchange traded fund’s stock valued at $970,000 after purchasing an additional 765 shares during the period.

Shares of IWM opened at $150.03 on Thursday. iShares Russell 2000 ETF has a 12-month low of $142.50 and a 12-month high of $173.39.

The business also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were paid a dividend of $0.4504 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.20%. The ex-dividend date was Wednesday, September 26th.

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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