Wealthspire Advisors LLC Has $19.55 Million Stake in iShares Russell Mid-Cap ETF $IWR

Wealthspire Advisors LLC decreased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 48.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 203,089 shares of the company’s stock after selling 187,127 shares during the quarter. Wealthspire Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $19,551,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. HFM Investment Advisors LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $28,000. KERR FINANCIAL PLANNING Corp acquired a new position in shares of iShares Russell Mid-Cap ETF in the third quarter valued at approximately $32,000. Smartleaf Asset Management LLC grew its position in shares of 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 valued at $39,000 after purchasing an additional 263 shares during the last quarter. Commonwealth Retirement Investments LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $41,000. Finally, Dorato Capital Management bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $43,000. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Trading Up 0.9%

Shares of IWR stock opened at $108.72 on Friday. The stock has a market cap of $54.69 billion, a P/E ratio of 21.00 and a beta of 1.00. The stock has a 50 day simple moving average of $104.38 and a 200 day simple moving average of $100.87. iShares Russell Mid-Cap ETF has a 1 year low of $88.83 and a 1 year high of $109.08.

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.