Ullmann Wealth Partners Group LLC Sells 4,092 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Ullmann Wealth Partners Group LLC lessened its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 4.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 98,442 shares of the company’s stock after selling 4,092 shares during the quarter. iShares Russell Mid-Cap ETF makes up approximately 1.1% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 17th largest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell Mid-Cap ETF were worth $8,374,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in IWR. JPMorgan Chase & Co. increased its position in iShares Russell Mid-Cap ETF by 2.9% during the 3rd quarter. JPMorgan Chase & Co. now owns 7,059,914 shares of the company’s stock valued at $622,261,000 after purchasing an additional 198,719 shares during the period. Brighton Jones LLC increased its position in iShares Russell Mid-Cap ETF by 4.2% during the 4th quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock valued at $9,240,000 after purchasing an additional 4,189 shares during the period. Revolve Wealth Partners LLC acquired a new stake in iShares Russell Mid-Cap ETF during the 4th quarter valued at approximately $323,000. Choreo LLC increased its position in iShares Russell Mid-Cap ETF by 21.0% during the 4th quarter. Choreo LLC now owns 77,379 shares of the company’s stock valued at $6,841,000 after purchasing an additional 13,404 shares during the period. Finally, Robertson Stephens Wealth Management LLC increased its position in iShares Russell Mid-Cap ETF by 28.5% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 142,329 shares of the company’s stock valued at $12,582,000 after purchasing an additional 31,608 shares during the period.

iShares Russell Mid-Cap ETF Stock Down 0.3%

Shares of IWR stock opened at $89.48 on Friday. The company has a market cap of $40.70 billion, a price-to-earnings ratio of 20.51 and a beta of 1.06. iShares Russell Mid-Cap ETF has a 52 week low of $73.17 and a 52 week high of $96.01. The firm has a 50 day moving average of $84.67 and a 200-day moving average of $88.34.

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.