iShares Russell Mid-Cap ETF $IWR Shares Bought by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC raised its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 191,416 shares of the company’s stock after buying an additional 24,176 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $18,428,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. First Horizon Corp bought a new position in iShares Russell Mid-Cap ETF during the third quarter valued at about $10,431,000. D.A. Davidson & CO. lifted its holdings in shares of iShares Russell Mid-Cap ETF by 2.0% during the third quarter. D.A. Davidson & CO. now owns 318,885 shares of the company’s stock valued at $30,788,000 after purchasing an additional 6,307 shares during the last quarter. Ashton Thomas Securities LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF during the third quarter valued at $810,000. Allspring Global Investments Holdings LLC lifted its stake in iShares Russell Mid-Cap ETF by 156.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 15,134 shares of the company’s stock worth $1,461,000 after acquiring an additional 9,228 shares in the last quarter. Finally, Corepath Wealth Partners LLC lifted its stake in iShares Russell Mid-Cap ETF by 282.0% in the 3rd quarter. Corepath Wealth Partners LLC now owns 17,110 shares of the company’s stock worth $1,665,000 after acquiring an additional 12,631 shares in the last quarter. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Trading Down 0.1%

Shares of iShares Russell Mid-Cap ETF stock opened at $104.20 on Friday. iShares Russell Mid-Cap ETF has a 1 year low of $84.59 and a 1 year high of $105.41. The stock has a 50-day moving average price of $100.42 and a 200 day moving average price of $98.68. The company has a market cap of $52.41 billion, a P/E ratio of 21.00 and a beta of 1.01.

iShares Russell Mid-Cap ETF 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. The Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index. The Index includes equity securities issued by issuers, which range in size between approximately $1.7 billion and $12 billion, though these amounts may change from time to time.