Three Bridge Wealth Advisors LLC boosted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 4.4% in the 4th quarter, HoldingsChannel reports. The firm owned 136,318 shares of the company’s stock after purchasing an additional 5,756 shares during the quarter. iShares Russell Mid-Cap ETF makes up approximately 3.5% of Three Bridge Wealth Advisors LLC’s portfolio, making the stock its 10th largest holding. Three Bridge Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $13,123,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. HFM Investment Advisors LLC bought a new position in shares of iShares Russell Mid-Cap ETF during the fourth quarter worth $28,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of iShares Russell Mid-Cap ETF in the third quarter valued at $32,000. Smartleaf Asset Management LLC grew its position in 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 worth $39,000 after acquiring an additional 263 shares in the last quarter. Dorato Capital Management purchased a new position in iShares Russell Mid-Cap ETF in the fourth quarter worth about $43,000. Finally, Basepoint Wealth LLC purchased a new position in shares of iShares Russell Mid-Cap ETF in the 4th quarter worth approximately $43,000. Institutional investors own 80.16% of the company’s stock.
iShares Russell Mid-Cap ETF Stock Up 0.1%
IWR stock opened at $107.48 on Tuesday. iShares Russell Mid-Cap ETF has a twelve month low of $87.68 and a twelve month high of $107.79. The stock has a market capitalization of $54.06 billion, a price-to-earnings ratio of 21.00 and a beta of 1.01. The firm’s fifty day simple moving average is $102.47 and its two-hundred day simple moving average is $100.06.
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. 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.
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