Global Retirement Partners LLC Sells 22,868 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Global Retirement Partners LLC cut its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 38.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,663 shares of the company’s stock after selling 22,868 shares during the quarter. Global Retirement Partners LLC’s holdings in iShares Russell Mid-Cap ETF were worth $3,241,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Atlas Legacy Advisors LLC bought a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth about $24,598,000. Bank of Jackson Hole Trust bought a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth about $36,000. Atria Wealth Solutions Inc. lifted its position in iShares Russell Mid-Cap ETF by 20.9% during the 4th quarter. Atria Wealth Solutions Inc. now owns 77,927 shares of the company’s stock worth $6,889,000 after buying an additional 13,483 shares in the last quarter. D.A. Davidson & CO. lifted its position in iShares Russell Mid-Cap ETF by 1.0% during the 4th quarter. D.A. Davidson & CO. now owns 305,876 shares of the company’s stock worth $27,039,000 after buying an additional 3,041 shares in the last quarter. Finally, Truist Financial Corp lifted its position in iShares Russell Mid-Cap ETF by 1.7% during the 4th quarter. Truist Financial Corp now owns 3,674,764 shares of the company’s stock worth $324,849,000 after buying an additional 62,030 shares in the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR stock opened at $92.61 on Thursday. The firm’s 50-day moving average is $90.87 and its 200-day moving average is $89.25. The stock has a market cap of $40.31 billion, a price-to-earnings ratio of 21.79 and a beta of 1.12. iShares Russell Mid-Cap ETF has a 52-week low of $78.36 and a 52-week high of $96.00.

iShares Russell Mid-Cap ETF Company Profile

iShares Russell Mid-Cap ETF (the Fund), formerly iShares Russell Midcap Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Midcap Index (the Index). The Index measures the performance of the mid-capitalization sector of the United States equity market.