SimpliFi Inc. lifted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 3.9% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 74,929 shares of the exchange traded fund’s stock after buying an additional 2,843 shares during the quarter. iShares Russell 2000 ETF comprises approximately 7.2% of SimpliFi Inc.’s investment portfolio, making the stock its 7th largest holding. SimpliFi Inc.’s holdings in iShares Russell 2000 ETF were worth $11,471,000 as of its most recent SEC filing.
Other hedge funds also recently made changes to their positions in the company. Signet Investment Advisory Group Inc. bought a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth $27,000. Westside Investment Management Inc. bought a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth $27,000. Tradewinds Capital Management LLC lifted its holdings in shares of iShares Russell 2000 ETF by 187.5% in the 4th quarter. Tradewinds Capital Management LLC now owns 230 shares of the exchange traded fund’s stock worth $31,000 after purchasing an additional 150 shares in the last quarter. Pacific Center for Financial Services bought a new position in shares of iShares Russell 2000 ETF in the 4th quarter worth $33,000. Finally, Truvestments Capital LLC bought a new position in shares of iShares Russell 2000 ETF in the 1st quarter worth $37,000.
Shares of IWM opened at $157.74 on Wednesday. iShares Russell 2000 ETF has a 12-month low of $125.81 and a 12-month high of $173.39.
The company also recently announced a quarterly dividend, which was paid on Tuesday, March 26th. Investors of record on Thursday, March 21st were issued a $0.4121 dividend. This represents a $1.65 dividend on an annualized basis and a dividend yield of 1.04%. The ex-dividend date was Wednesday, March 20th.
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iShares Russell 2000 ETF 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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