Lido Advisors LLC Has $85.27 Million Position in iShares Russell Mid-Cap ETF $IWR

Lido Advisors LLC lessened its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 885,351 shares of the company’s stock after selling 33,592 shares during the period. Lido Advisors LLC owned 0.19% of iShares Russell Mid-Cap ETF worth $85,268,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. REAP Financial Group LLC grew its position in shares of iShares Russell Mid-Cap ETF by 29,640.0% in the 4th quarter. REAP Financial Group LLC now owns 1,487 shares of the company’s stock valued at $143,000 after buying an additional 1,482 shares during the last quarter. Private Wealth Asset Management LLC grew its position in shares of iShares Russell Mid-Cap ETF by 0.6% in the 4th quarter. Private Wealth Asset Management LLC now owns 141,072 shares of the company’s stock valued at $13,581,000 after buying an additional 847 shares during the last quarter. WCG Wealth Advisors LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the 4th quarter valued at about $1,051,000. Nvest Financial LLC grew its position in shares of iShares Russell Mid-Cap ETF by 26.8% in the 4th quarter. Nvest Financial LLC now owns 21,195 shares of the company’s stock valued at $2,040,000 after buying an additional 4,486 shares during the last quarter. Finally, Phillips Wealth Planners LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the 4th quarter valued at about $205,000. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Trading Down 0.3%

NYSEARCA IWR opened at $107.95 on Thursday. The business’s 50-day moving average price is $102.94 and its two-hundred day moving average price is $100.24. iShares Russell Mid-Cap ETF has a 12 month low of $88.83 and a 12 month high of $108.36. The firm has a market capitalization of $54.30 billion, a PE ratio of 21.00 and a beta of 1.01.

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.