iShares Russell Mid-Cap Growth ETF $IWP is Wescott Financial Advisory Group LLC’s 4th Largest Position

Wescott Financial Advisory Group LLC trimmed its stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 3.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 348,373 shares of the company’s stock after selling 12,690 shares during the period. iShares Russell Mid-Cap Growth ETF accounts for 4.6% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 4th biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares Russell Mid-Cap Growth ETF were worth $48,312,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Kingstone Capital Partners Texas LLC increased its stake in shares of iShares Russell Mid-Cap Growth ETF by 744,932.0% during the second quarter. Kingstone Capital Partners Texas LLC now owns 14,565,376 shares of the company’s stock worth $2,019,926,000 after purchasing an additional 14,563,421 shares in the last quarter. BNP Paribas Financial Markets purchased a new position in iShares Russell Mid-Cap Growth ETF in the 1st quarter valued at about $65,138,000. Zions Bancorporation National Association UT acquired a new stake in iShares Russell Mid-Cap Growth ETF in the 1st quarter worth about $59,221,000. Wellington Management Group LLP purchased a new stake in iShares Russell Mid-Cap Growth ETF during the 1st quarter worth approximately $40,407,000. Finally, Jones Financial Companies Lllp increased its stake in iShares Russell Mid-Cap Growth ETF by 7.1% during the 1st quarter. Jones Financial Companies Lllp now owns 4,861,523 shares of the company’s stock worth $571,855,000 after buying an additional 323,885 shares in the last quarter. Institutional investors and hedge funds own 74.49% of the company’s stock.

iShares Russell Mid-Cap Growth ETF Price Performance

NYSEARCA IWP opened at $134.27 on Tuesday. The stock’s 50 day simple moving average is $142.16 and its 200-day simple moving average is $138.86. The company has a market cap of $19.62 billion, a PE ratio of 30.48 and a beta of 1.15. iShares Russell Mid-Cap Growth ETF has a 1-year low of $99.85 and a 1-year high of $145.60.

iShares Russell Mid-Cap Growth ETF Company Profile

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index).