Kestra Private Wealth Services LLC Raises Stake in iShares Russell Mid-Cap ETF $IWR

Kestra Private Wealth Services LLC boosted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 13.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 90,405 shares of the company’s stock after buying an additional 10,626 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in iShares Russell Mid-Cap ETF were worth $8,790,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in IWR. HFM Investment Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF during the 4th quarter worth approximately $28,000. KERR FINANCIAL PLANNING Corp purchased a new position in iShares Russell Mid-Cap ETF in the third quarter valued at approximately $32,000. Reflection Asset Management purchased a new position in iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $33,000. Commonwealth Retirement Investments LLC bought a new position in iShares Russell Mid-Cap ETF during the fourth quarter valued at $41,000. Finally, TD Capital Management LLC bought a new position in iShares Russell Mid-Cap ETF during the fourth quarter valued at $42,000. Hedge funds and other institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA:IWR opened at $110.03 on Friday. The company has a market capitalization of $55.35 billion, a P/E ratio of 21.00 and a beta of 1.00. The business has a fifty day simple moving average of $105.92 and a two-hundred day simple moving average of $101.69. iShares Russell Mid-Cap ETF has a 1 year low of $90.81 and a 1 year high of $110.74.

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.