VestGen Advisors LLC Has $12.97 Million Holdings in iShares Russell Mid-Cap ETF $IWR

VestGen Advisors LLC cut its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 140,970 shares of the company’s stock after selling 3,208 shares during the quarter. VestGen Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $12,965,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. U.S. Capital Wealth Advisors LLC increased its holdings in shares of iShares Russell Mid-Cap ETF by 0.5% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 21,254 shares of the company’s stock valued at $1,955,000 after purchasing an additional 109 shares during the last quarter. Register Financial Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF by 2.0% during the 2nd quarter. Register Financial Advisors LLC now owns 5,444 shares of the company’s stock worth $501,000 after buying an additional 109 shares during the period. Welch & Forbes LLC grew its stake in iShares Russell Mid-Cap ETF by 0.5% in the 2nd quarter. Welch & Forbes LLC now owns 22,727 shares of the company’s stock valued at $2,090,000 after buying an additional 110 shares during the last quarter. Meridian Wealth Management LLC grew its stake in iShares Russell Mid-Cap ETF by 0.5% in the 2nd quarter. Meridian Wealth Management LLC now owns 20,962 shares of the company’s stock valued at $1,928,000 after buying an additional 112 shares during the last quarter. Finally, Heritage Financial Services LLC raised its holdings in iShares Russell Mid-Cap ETF by 3.8% in the 2nd quarter. Heritage Financial Services LLC now owns 3,129 shares of the company’s stock valued at $288,000 after acquiring an additional 114 shares during the period. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Up 0.6%

Shares of NYSEARCA:IWR opened at $96.95 on Friday. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $97.87. The stock has a market cap of $45.47 billion, a PE ratio of 21.00 and a beta of 1.06. The business has a 50 day moving average of $95.70 and a 200-day moving average of $93.85.

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.