Tolleson Wealth Management Inc. Decreases Stock Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Tolleson Wealth Management Inc. reduced its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 0.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 73,356 shares of the company’s stock after selling 293 shares during the period. iShares Russell Mid-Cap ETF comprises approximately 1.3% of Tolleson Wealth Management Inc.’s portfolio, making the stock its 11th largest position. Tolleson Wealth Management Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $6,485,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of IWR. Newbridge Financial Services Group Inc. acquired a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth $25,000. Roxbury Financial LLC acquired a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth $25,000. First Pacific Financial acquired a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth $27,000. Fairscale Capital LLC acquired a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth $27,000. Finally, Hoese & Co LLP acquired a new stake in iShares Russell Mid-Cap ETF during the 4th quarter worth $32,000.

iShares Russell Mid-Cap ETF Price Performance

Shares of NYSEARCA:IWR opened at $90.74 on Friday. The company’s fifty day moving average price is $83.70 and its 200 day moving average price is $88.51. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $96.01. The firm has a market capitalization of $41.49 billion, a P/E ratio of 19.36 and a beta of 1.06.

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.