Bogart Wealth LLC Increases Stake in iShares Russell 2000 ETF

Bogart Wealth LLC has reported a significant increase in its investment in the iShares Russell 2000 ETF (NYSEARCA:IWM). During the third quarter, the firm enhanced its position by 19.6%, bringing its total ownership to 543 shares after acquiring an additional 89 shares.

At the conclusion of the most recent reporting period, Bogart Wealth's investment in the iShares Russell 2000 ETF was estimated to be worth approximately $120,000.

Several other institutional and hedge funds have also modified their holdings in the iShares Russell 2000 ETF. For instance, the Healthcare of Ontario Pension Plan Trust Fund expanded its stake by 16.7% in the second quarter, now holding 10,622,000 shares valued at about $2.16 billion after purchasing an extra 1,520,000 shares.

Similarly, Toronto Dominion Bank significantly increased its position by 97.1% in the same quarter, now owning 6,486,426 shares valued at around $1.32 billion after acquiring 3,195,573 shares in the last quarter.

Furthermore, JPMorgan Chase & Co. raised its stake by 44.7% in the first quarter, owning 6,009,724 shares valued at approximately $1.26 billion after acquiring an additional 1,856,738 shares.

US Bancorp DE also increased its holdings in the second quarter by 2.2%, now owning 3,837,021 shares worth about $778.5 million after adding 82,532 shares.

International Assets Investment Management LLC stood out by lifting its position in the iShares Russell 2000 ETF by an impressive 24,883.5% during the third quarter. The firm now owns 2,832,878 shares valued at around $625.75 million after acquiring an additional 2,821,539 shares.

Current Performance of iShares Russell 2000 ETF

As for the iShares Russell 2000 ETF's market performance, shares opened at $219.75. The fund has a 50-day moving average price of $217.76 and a 200-day moving average price of $209.63. Its 1-year low stands at $161.67, whereas its 1-year high is $228.63.

Overview of iShares Russell 2000 ETF

The iShares Russell 2000 ETF is an exchange-traded fund aimed at providing investment results that closely correspond to the performance of the Russell 2000 Index. This index particularly measures the performance of the small-capitalization segment of the U.S. equity market, including shares from around 2,000 of the smallest companies within the broader Russell 3000 Index.

investment, ETF, performance