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Northeast Planning Associates cut its iShares Russell 2000 ETF holdings by 78.4%, signaling a shift in investment strategies.
Northeast Planning Associates reduced its holdings in the iShares Russell 2000 ETF (IWM) by 78.4% in the first quarter, now owning 1,127 shares valued at $225,000.
Meanwhile, BKM Wealth Management increased its stake in the iShares Russell 1000 Value ETF (IWD) by buying additional shares, while Lindbrook Capital decreased its holdings in IWD by 1.9%, owning shares worth $15,077,000.
These adjustments reflect strategic shifts in investment portfolios.
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Northeast Planning Associates recortó sus participaciones en el ETF iShares Russell 2000 en un 78.4%, lo que indica un cambio en las estrategias de inversión.