Kingsview Wealth Management LLC raised its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 17.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 43,976 shares of the company’s stock after buying an additional 6,664 shares during the period. Kingsview Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $4,234,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Corepath Wealth Partners LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 282.0% during the third quarter. Corepath Wealth Partners LLC now owns 17,110 shares of the company’s stock valued at $1,665,000 after acquiring an additional 12,631 shares during the last quarter. Tompkins Financial Corp raised its stake in shares of iShares Russell Mid-Cap ETF by 465.7% during the fourth quarter. Tompkins Financial Corp now owns 116,276 shares of the company’s stock valued at $11,194,000 after acquiring an additional 95,723 shares during the last quarter. Atria Investments Inc raised its stake in shares of iShares Russell Mid-Cap ETF by 23.2% during the third quarter. Atria Investments Inc now owns 32,527 shares of the company’s stock valued at $3,140,000 after acquiring an additional 6,128 shares during the last quarter. Allspring Global Investments Holdings LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 163.8% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 39,916 shares of the company’s stock valued at $3,885,000 after acquiring an additional 24,782 shares during the last quarter. Finally, Becker Capital Management Inc. bought a new position in shares of iShares Russell Mid-Cap ETF during the third quarter valued at about $1,173,000. 80.16% of the stock is currently owned by hedge funds and other institutional investors.
iShares Russell Mid-Cap ETF Trading Up 0.2%
Shares of NYSEARCA:IWR opened at $107.37 on Friday. The company has a market cap of $54.01 billion, a price-to-earnings ratio of 21.00 and a beta of 1.01. The company has a 50-day moving average price of $102.27 and a 200-day moving average price of $99.96. iShares Russell Mid-Cap ETF has a 12 month low of $87.68 and a 12 month high of $107.57.
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. 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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