Callan Family Office LLC Has $15.20 Million Stake in iShares Russell Mid-Cap ETF $IWR

Callan Family Office LLC cut its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 3.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 157,437 shares of the company’s stock after selling 5,688 shares during the quarter. Callan Family Office LLC’s holdings in iShares Russell Mid-Cap ETF were worth $15,201,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. First Horizon Corp purchased a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter worth approximately $10,431,000. D.A. Davidson & CO. increased its position in shares of iShares Russell Mid-Cap ETF by 2.0% during the third quarter. D.A. Davidson & CO. now owns 318,885 shares of the company’s stock valued at $30,788,000 after acquiring an additional 6,307 shares during the last quarter. Ashton Thomas Securities LLC bought a new stake in iShares Russell Mid-Cap ETF during the third quarter worth $810,000. Assetmark Inc. grew its stake in iShares Russell Mid-Cap ETF by 65.4% in the 2nd quarter. Assetmark Inc. now owns 5,190 shares of the company’s stock valued at $477,000 after purchasing an additional 2,053 shares during the period. Finally, Allspring Global Investments Holdings LLC grew its stake in iShares Russell Mid-Cap ETF by 156.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 15,134 shares of the company’s stock valued at $1,461,000 after purchasing an additional 9,228 shares during the period. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA IWR opened at $99.80 on Tuesday. The stock has a market capitalization of $47.66 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a one year low of $73.17 and a one year high of $101.73. The business’s fifty day moving average is $98.32 and its 200-day moving average is $96.39.

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.