Cwm LLC Adjusts Stake in iShares Russell 2000 Growth ETF

Cwm LLC has made adjustments to its investment position in the iShares Russell 2000 Growth ETF (NYSEARCA:IWO) during the third quarter of 2024. According to their filing with the Securities and Exchange Commission, Cwm LLC reduced its holdings by 0.9%, bringing the total number of shares owned to 16,370. This reduction occurred after the sale of 146 shares within the quarter. As of the latest report, Cwm LLC's investment in the ETF is valued at approximately $4.65 million.

Other institutional investors and hedge funds have also updated their holdings in IWO recently. For instance, Bleakley Financial Group LLC increased its stake by 0.9% in the first quarter, owning 4,844 shares valued at $1.31 million after acquiring 42 additional shares. Meanwhile, Carmichael Hill & Associates Inc. raised its stake significantly by 19.5% during the second quarter, now holding 257 shares worth $67,000 after purchasing another 42 shares in that period.

Seelaus Asset Management LLC also made a modest increase of 2.3% to its stake in the first quarter, currently owning 1,965 shares valued at $532,000, which included an additional 45 shares purchased recently. Echo45 Advisors LLC expanded its position by 0.4%, now having 11,164 shares worth approximately $3.02 million after acquiring 47 shares in the last quarter. Lastly, Quotient Wealth Partners LLC raised its stake by 3.6% during the second quarter, owning 1,337 shares valued at $351,000 following the acquisition of another 47 shares.

Current Trading Status of IWO

As of Friday, the iShares Russell 2000 Growth ETF is trading at $286.28, reflecting a 2.2% increase. The ETF has a market capitalization of $11.94 billion, with a P/E ratio of 16.25 and a beta value of 1.31. Over the past year, IWO has seen a low of $203.42 and a high of $291.61.

Understanding the iShares Russell 2000 Growth ETF

The iShares Russell 2000 Growth ETF is designed to track the price and yield performance of the Russell 2000 Growth Index, which focuses on small-capitalized growth companies in the U.S. equity market. Investors utilize this ETF as a way to gain exposure to the growth segment within the smaller capitalization range of the market.

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For those interested in tracking the latest movements of hedge funds holding IWO, they are encouraged to explore insights available on holdings tracking platforms.

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