Ullmann Wealth Partners Group LLC Acquires 26,365 Shares of iShares Russell Mid-Cap ETF $IWR

Ullmann Wealth Partners Group LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 16.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 182,239 shares of the company’s stock after acquiring an additional 26,365 shares during the period. iShares Russell Mid-Cap ETF makes up approximately 1.8% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 14th largest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell Mid-Cap ETF were worth $17,451,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IWR. HFM Investment Advisors LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at about $28,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter valued at about $32,000. Smartleaf Asset Management LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 192.0% in the third quarter. Smartleaf Asset Management LLC now owns 400 shares of the company’s stock valued at $39,000 after purchasing an additional 263 shares in the last quarter. Commonwealth Retirement Investments LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at about $41,000. Finally, Dorato Capital Management bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at about $43,000. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Price Performance

Shares of iShares Russell Mid-Cap ETF stock opened at $107.72 on Friday. The firm has a market cap of $54.18 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00. The stock’s 50-day moving average is $104.17 and its 200-day moving average is $100.81. iShares Russell Mid-Cap ETF has a one year low of $88.83 and a one year high of $108.65.

About iShares Russell Mid-Cap ETF

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.