XML Financial LLC cut its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 237,554 shares of the company’s stock after selling 6,771 shares during the period. iShares Russell Mid-Cap ETF comprises approximately 1.9% of XML Financial LLC’s holdings, making the stock its 9th biggest position. XML Financial LLC’s holdings in iShares Russell Mid-Cap ETF were worth $23,097,000 as of its most recent SEC filing.
Other institutional investors have also modified their holdings of the company. Corepath Wealth Partners LLC grew its stake in iShares Russell Mid-Cap ETF by 282.0% during the 3rd quarter. Corepath Wealth Partners LLC now owns 17,110 shares of the company’s stock worth $1,665,000 after buying an additional 12,631 shares during the last quarter. Tompkins Financial Corp lifted its stake in iShares Russell Mid-Cap ETF by 465.7% in the fourth quarter. Tompkins Financial Corp now owns 116,276 shares of the company’s stock valued at $11,194,000 after buying an additional 95,723 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its holdings 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 period. Argentarii LLC acquired a new position in shares of iShares Russell Mid-Cap ETF during the fourth quarter valued at $1,397,000. Finally, American Wealth Advisors LLC bought a new position in shares of iShares Russell Mid-Cap ETF during the third quarter worth about $939,000. Institutional investors own 80.16% of the company’s stock.
iShares Russell Mid-Cap ETF Stock Performance
iShares Russell Mid-Cap ETF stock opened at $108.54 on Monday. iShares Russell Mid-Cap ETF has a one year low of $88.83 and a one year high of $110.22. The company has a 50-day simple moving average of $105.34 and a 200-day simple moving average of $101.35. The firm has a market capitalization of $54.60 billion, a P/E ratio of 21.00 and a beta of 1.00.
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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