iShares Russell Mid-Cap ETF $IWR Stock Holdings Lessened by Montag A & Associates Inc.

Montag A & Associates Inc. lessened its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 29.0% in the second quarter, according to its most recent filing with the SEC. The fund owned 4,810 shares of the company’s stock after selling 1,960 shares during the period. Montag A & Associates Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $442,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. U.S. Capital Wealth Advisors LLC raised its position in shares of iShares Russell Mid-Cap ETF by 0.5% during the second quarter. U.S. Capital Wealth Advisors LLC now owns 21,254 shares of the company’s stock worth $1,955,000 after purchasing an additional 109 shares during the period. Register Financial Advisors LLC increased its stake in iShares Russell Mid-Cap ETF by 2.0% in the 2nd quarter. Register Financial Advisors LLC now owns 5,444 shares of the company’s stock worth $501,000 after purchasing an additional 109 shares in the last quarter. Welch & Forbes LLC increased its stake in iShares Russell Mid-Cap ETF by 0.5% in the 2nd quarter. Welch & Forbes LLC now owns 22,727 shares of the company’s stock worth $2,090,000 after purchasing an additional 110 shares in the last quarter. Heritage Financial Services LLC raised its holdings in iShares Russell Mid-Cap ETF by 3.8% during the 2nd quarter. Heritage Financial Services LLC now owns 3,129 shares of the company’s stock worth $288,000 after buying an additional 114 shares during the period. Finally, Endeavor Private Wealth Inc. lifted its stake in iShares Russell Mid-Cap ETF by 2.9% during the second quarter. Endeavor Private Wealth Inc. now owns 4,219 shares of the company’s stock valued at $388,000 after buying an additional 117 shares in the last quarter. 80.16% of the stock is owned by institutional investors.

iShares Russell Mid-Cap ETF Stock Performance

iShares Russell Mid-Cap ETF stock opened at $96.58 on Thursday. iShares Russell Mid-Cap ETF has a 52 week low of $73.17 and a 52 week high of $97.87. The firm has a market capitalization of $45.30 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. The company has a 50 day moving average price of $96.18 and a 200 day moving average price of $93.13.

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.