Belpointe Asset Management LLC Has $1.84 Million Holdings in iShares Russell Mid-Cap ETF $IWR

Belpointe Asset Management LLC lifted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 131.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 21,598 shares of the company’s stock after acquiring an additional 12,252 shares during the period. Belpointe Asset Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,837,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Cullen Frost Bankers Inc. lifted its holdings in shares of iShares Russell Mid-Cap ETF by 0.3% during the 1st quarter. Cullen Frost Bankers Inc. now owns 48,931 shares of the company’s stock worth $4,163,000 after acquiring an additional 124 shares during the period. Innovative Wealth Building LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 2.3% during the 1st quarter. Innovative Wealth Building LLC now owns 5,490 shares of the company’s stock worth $467,000 after acquiring an additional 125 shares during the period. Okabena Investment Services Inc. lifted its holdings in shares of iShares Russell Mid-Cap ETF by 1.1% during the 1st quarter. Okabena Investment Services Inc. now owns 12,112 shares of the company’s stock worth $1,030,000 after acquiring an additional 132 shares during the period. Jefferies Financial Group Inc. lifted its holdings in shares of iShares Russell Mid-Cap ETF by 2.9% during the 4th quarter. Jefferies Financial Group Inc. now owns 4,877 shares of the company’s stock worth $431,000 after acquiring an additional 137 shares during the period. Finally, Freestone Capital Holdings LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 2.8% during the 1st quarter. Freestone Capital Holdings LLC now owns 5,114 shares of the company’s stock worth $435,000 after acquiring an additional 137 shares during the period. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Trading Down 0.1%

Shares of iShares Russell Mid-Cap ETF stock opened at $96.09 on Thursday. The company has a 50 day moving average of $94.43 and a 200-day moving average of $89.14. iShares Russell Mid-Cap ETF has a 1-year low of $73.17 and a 1-year high of $97.14. The company has a market cap of $44.20 billion, a PE ratio of 21.00 and a beta of 1.09.

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.