5,926 Shares in iShares Russell Mid-Cap ETF $IWR Purchased by Richardson Capital Management LLC

Richardson Capital Management LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 5,926 shares of the company’s stock, valued at approximately $632,000. iShares Russell Mid-Cap ETF comprises approximately 0.3% of Richardson Capital Management LLC’s investment portfolio, making the stock its 20th largest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Steph & Co. bought a new position in iShares Russell Mid-Cap ETF in the 3rd quarter worth $11,870,000. Whitener Capital Management Inc. boosted its holdings in iShares Russell Mid-Cap ETF by 120.5% during the second quarter. Whitener Capital Management Inc. now owns 9,199 shares of the company’s stock valued at $1,015,000 after acquiring an additional 5,027 shares during the period. Montgomery Financial Services LLC bought a new stake in iShares Russell Mid-Cap ETF during the second quarter valued at about $1,670,000. Waverly Advisors LLC boosted its holdings in iShares Russell Mid-Cap ETF by 8.0% during the second quarter. Waverly Advisors LLC now owns 1,187,415 shares of the company’s stock valued at $130,996,000 after acquiring an additional 88,462 shares during the period. Finally, Integrated Wealth Concepts LLC grew its position in shares of iShares Russell Mid-Cap ETF by 25.9% in the second quarter. Integrated Wealth Concepts LLC now owns 53,956 shares of the company’s stock valued at $5,952,000 after purchasing an additional 11,107 shares during the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IWR opened at $109.47 on Friday. The stock’s 50-day moving average is $110.04 and its 200-day moving average is $108.31. The company has a market cap of $56.92 billion, a P/E ratio of 21.00 and a beta of 1.00. iShares Russell Mid-Cap ETF has a 52-week low of $91.64 and a 52-week high of $114.97.

iShares Russell Mid-Cap ETF Company 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.