Winthrop Partners WNY LLC Invests $6.56 Million in iShares Russell Mid-Cap ETF $IWR

Winthrop Partners WNY LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 68,154 shares of the company’s stock, valued at approximately $6,561,000. iShares Russell Mid-Cap ETF makes up about 3.5% of Winthrop Partners WNY LLC’s investment portfolio, making the stock its 5th biggest position.

Several other institutional investors and hedge funds have also modified their holdings of the business. Piscataqua Savings Bank increased its holdings in shares of iShares Russell Mid-Cap ETF by 11.1% during the 4th quarter. Piscataqua Savings Bank now owns 1,000 shares of the company’s stock valued at $96,000 after acquiring an additional 100 shares during the last quarter. Advisor OS LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 1.8% in the 3rd quarter. Advisor OS LLC now owns 6,854 shares of the company’s stock valued at $662,000 after acquiring an additional 118 shares in the last quarter. Walled Lake Planning & Wealth Management LLC lifted its holdings in iShares Russell Mid-Cap ETF by 1.6% in the 4th quarter. Walled Lake Planning & Wealth Management LLC now owns 7,751 shares of the company’s stock worth $746,000 after purchasing an additional 119 shares during the last quarter. Asset Management Group Inc. lifted its holdings in iShares Russell Mid-Cap ETF by 0.3% in the 4th quarter. Asset Management Group Inc. now owns 39,498 shares of the company’s stock worth $3,802,000 after purchasing an additional 124 shares during the last quarter. Finally, Rossby Financial LCC lifted its holdings in iShares Russell Mid-Cap ETF by 14.3% in the 3rd quarter. Rossby Financial LCC now owns 997 shares of the company’s stock worth $96,000 after purchasing an additional 125 shares during the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

Shares of iShares Russell Mid-Cap ETF stock opened at $108.54 on Friday. iShares Russell Mid-Cap ETF has a 12-month low of $88.83 and a 12-month high of $110.22. The stock has a 50 day moving average price of $105.34 and a two-hundred day moving average price of $101.31. The stock 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.