Chokshi & Queen Wealth Advisors Inc Has $2.76 Million Stake in iShares Russell Mid-Cap ETF $IWR

Chokshi & Queen Wealth Advisors Inc decreased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,977 shares of the company’s stock after selling 466 shares during the period. iShares Russell Mid-Cap ETF accounts for 1.6% of Chokshi & Queen Wealth Advisors Inc’s investment portfolio, making the stock its 13th biggest holding. Chokshi & Queen Wealth Advisors Inc’s holdings in iShares Russell Mid-Cap ETF were worth $2,757,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in IWR. Jones Financial Companies Lllp raised its position in shares of iShares Russell Mid-Cap ETF by 6.9% during the first quarter. Jones Financial Companies Lllp now owns 66,497,354 shares of the company’s stock valued at $5,628,396,000 after buying an additional 4,290,076 shares during the last quarter. Natixis Advisors LLC raised its position in shares of iShares Russell Mid-Cap ETF by 122.0% during the first quarter. Natixis Advisors LLC now owns 1,872,952 shares of the company’s stock valued at $159,332,000 after buying an additional 1,029,115 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of iShares Russell Mid-Cap ETF by 11.7% during the first quarter. Bank of New York Mellon Corp now owns 8,018,338 shares of the company’s stock valued at $682,120,000 after buying an additional 840,839 shares during the last quarter. Mesirow Financial Investment Management Inc. raised its position in shares of iShares Russell Mid-Cap ETF by 103.7% during the first quarter. Mesirow Financial Investment Management Inc. now owns 1,119,648 shares of the company’s stock valued at $95,248,000 after buying an additional 569,914 shares during the last quarter. Finally, US Bancorp DE raised its position in shares of iShares Russell Mid-Cap ETF by 2.2% during the first quarter. US Bancorp DE now owns 19,325,451 shares of the company’s stock valued at $1,644,034,000 after buying an additional 418,491 shares during the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR opened at $96.80 on Wednesday. The company has a 50-day simple moving average of $95.95 and a 200-day simple moving average of $91.24. The firm has a market capitalization of $45.25 billion, a P/E ratio of 21.00 and a beta of 1.09. iShares Russell Mid-Cap ETF has a 52 week low of $73.17 and a 52 week high of $97.80.

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.