Bogart Wealth LLC Increases Stake in iShares Russell 2000 ETF

Bogart Wealth LLC has increased its investment in the iShares Russell 2000 ETF (NYSEARCA:IWM) by 19.6% during the third quarter, as reported in its latest filings with the SEC. The firm now holds a total of 543 shares of the ETF after purchasing an additional 89 shares during this period. As of the most recent update, Bogart Wealth's total holding in the iShares Russell 2000 ETF is valued at approximately $120,000.

Other institutional investors have also adjusted their positions in the iShares Russell 2000 ETF recently. One notable change comes from the Healthcare of Ontario Pension Plan Trust Fund, which increased its stake by 16.7% in the second quarter, reaching a total ownership of 10,622,000 shares valued at around $2.16 billion after buying an additional 1,520,000 shares. Additionally, Toronto Dominion Bank saw an impressive increase of 97.1%, acquiring 3,195,573 shares in the second quarter, which brings their total holdings to 6,486,426 shares valued at approximately $1.32 billion.

Moreover, JPMorgan Chase & Co. raised its investments by 44.7% in the first quarter, now owning 6,009,724 shares valued at $1.26 billion after acquiring 1,856,738 more shares. Similarly, US Bancorp DE raised its investment by 2.2% in the second quarter, now owning 3,837,021 shares worth about $778.5 million. Lastly, International Assets Investment Management made headlines with a staggering increase of 24,883.5% in the third quarter, resulting in ownership of 2,832,878 shares valued at about $625.75 million after acquiring 2,821,539 additional shares.

Current Performance of iShares Russell 2000 ETF

The iShares Russell 2000 ETF opened at a price of $219.75 on the most recent trading day. Its performance can be assessed against a 50-day moving average of $217.76 and a 200-day moving average of $209.63. The ETF has seen a one-year low of $161.67 and a one-year high of $228.63, highlighting its recent volatility.

Overview of iShares Russell 2000 ETF

The iShares Russell 2000 ETF is designed to track the performance of the Russell 2000 Index, representing the small-cap segment of the U.S. equity market. It includes securities from approximately 2,000 of the smallest companies within the broader Russell 3000 Index. As such, it is seen as a key indicator for small-cap performance within the market.

Related Insights

• Five stocks we like better than iShares Russell 2000 ETF
• Unveiling The Power Of VWAP: A Key Indicator For Traders
• Why Meta’s Pre-Earnings Dip Could Be A Golden Entry Opportunity
• What is the NASDAQ Stock Exchange?
• Spirit Airlines Stock Nearly Doubled: Are Clear Skies Ahead?
• Utilities Stocks Explained – How and Why to Invest in Utilities
• Tesla Stock: Buy the Dips, Sell the Rips

Bogart, Wealth, ETF