iShares Russell Mid-Cap ETF $IWR Stock Holdings Reduced by HORAN Wealth LLC

HORAN Wealth LLC reduced its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 50.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,020 shares of the company’s stock after selling 21,216 shares during the period. HORAN Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,319,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IWR. Midwest Trust Co lifted its position in shares of iShares Russell Mid-Cap ETF by 7.0% in the fourth quarter. Midwest Trust Co now owns 81,049 shares of the company’s stock worth $7,803,000 after buying an additional 5,305 shares during the last quarter. Three Bridge Wealth Advisors LLC increased its holdings in shares of iShares Russell Mid-Cap ETF by 4.4% during the 4th quarter. Three Bridge Wealth Advisors LLC now owns 136,318 shares of the company’s stock valued at $13,123,000 after acquiring an additional 5,756 shares during the last quarter. Atlantic Union Bankshares Corp increased its holdings in shares of iShares Russell Mid-Cap ETF by 1.6% during the 4th quarter. Atlantic Union Bankshares Corp now owns 891,214 shares of the company’s stock valued at $85,797,000 after acquiring an additional 13,680 shares during the last quarter. Bank of New York Mellon Corp raised its stake in shares of iShares Russell Mid-Cap ETF by 7.6% in the 4th quarter. Bank of New York Mellon Corp now owns 10,779,440 shares of the company’s stock valued at $1,037,737,000 after acquiring an additional 756,994 shares in the last quarter. Finally, Rossmore Private Capital raised its stake in shares of iShares Russell Mid-Cap ETF by 14.7% in the 4th quarter. Rossmore Private Capital now owns 89,624 shares of the company’s stock valued at $8,628,000 after acquiring an additional 11,462 shares in the last quarter. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Performance

IWR opened at $111.83 on Monday. The firm has a market cap of $56.72 billion, a P/E ratio of 21.00 and a beta of 1.00. The business has a 50 day moving average price of $111.30 and a 200 day moving average price of $106.02. iShares Russell Mid-Cap ETF has a twelve month low of $91.64 and a twelve month 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.