Belpointe Asset Management LLC Has $1.72 Million Holdings in iShares Russell Mid-Cap ETF $IWR

Belpointe Asset Management LLC cut its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 13.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,717 shares of the company’s stock after selling 2,881 shares during the period. Belpointe Asset Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,721,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of IWR. Jones Financial Companies Lllp raised its holdings in iShares Russell Mid-Cap ETF by 6.9% during the 1st quarter. Jones Financial Companies Lllp now owns 66,497,354 shares of the company’s stock worth $5,628,396,000 after buying an additional 4,290,076 shares during the period. Natixis Advisors LLC increased its position in shares of iShares Russell Mid-Cap ETF by 122.0% during the first quarter. Natixis Advisors LLC now owns 1,872,952 shares of the company’s stock worth $159,332,000 after acquiring an additional 1,029,115 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in shares of iShares Russell Mid-Cap ETF by 11.7% during the first quarter. Bank of New York Mellon Corp now owns 8,018,338 shares of the company’s stock worth $682,120,000 after acquiring an additional 840,839 shares during the period. Mesirow Financial Investment Management Inc. lifted its position in iShares Russell Mid-Cap ETF by 103.7% in the 1st quarter. Mesirow Financial Investment Management Inc. now owns 1,119,648 shares of the company’s stock valued at $95,248,000 after acquiring an additional 569,914 shares in the last quarter. Finally, US Bancorp DE boosted its stake in iShares Russell Mid-Cap ETF by 2.2% in the 1st quarter. US Bancorp DE now owns 19,325,451 shares of the company’s stock worth $1,644,034,000 after purchasing an additional 418,491 shares during the period. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Trading Up 0.1%

IWR stock opened at $97.30 on Tuesday. The stock has a 50-day moving average price of $95.40 and a two-hundred day moving average price of $90.42. iShares Russell Mid-Cap ETF has a 1 year low of $73.17 and a 1 year high of $97.80. The stock has a market cap of $45.29 billion, a PE ratio of 21.00 and a beta of 1.09.

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.