Valeo Financial Advisors LLC Acquires 58,307 Shares of iShares Russell Mid-Cap ETF $IWR

Valeo Financial Advisors LLC lifted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 223.6% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 84,387 shares of the company’s stock after buying an additional 58,307 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $7,761,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in IWR. Riggs Asset Managment Co. Inc. bought a new stake in shares of iShares Russell Mid-Cap ETF in the 1st quarter valued at approximately $28,000. N.E.W. Advisory Services LLC bought a new stake in iShares Russell Mid-Cap ETF in the first quarter worth $30,000. Rossby Financial LCC purchased a new position in iShares Russell Mid-Cap ETF during the first quarter worth $31,000. Atticus Wealth Management LLC increased its position in iShares Russell Mid-Cap ETF by 123.1% during the second quarter. Atticus Wealth Management LLC now owns 415 shares of the company’s stock valued at $38,000 after acquiring an additional 229 shares during the last quarter. Finally, Crews Bank & Trust raised its stake in shares of iShares Russell Mid-Cap ETF by 54.5% in the second quarter. Crews Bank & Trust now owns 425 shares of the company’s stock valued at $39,000 after acquiring an additional 150 shares during the period. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Trading Up 0.3%

Shares of NYSEARCA:IWR opened at $97.23 on Monday. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $97.80. The company has a market capitalization of $45.27 billion, a price-to-earnings ratio of 21.00 and a beta of 1.09. The firm’s 50-day moving average is $95.35 and its 200 day moving average is $90.34.

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.