Weatherly Asset Management L. P. Has $1.96 Million Stock Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Weatherly Asset Management L. P. trimmed its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,176 shares of the company’s stock after selling 600 shares during the quarter. Weatherly Asset Management L. P.’s holdings in iShares Russell Mid-Cap ETF were worth $1,960,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Tanglewood Legacy Advisors LLC increased its position in iShares Russell Mid-Cap ETF by 2.7% during the third quarter. Tanglewood Legacy Advisors LLC now owns 82,522 shares of the company’s stock worth $7,274,000 after acquiring an additional 2,135 shares during the period. Keystone Wealth Services LLC bought a new position in iShares Russell Mid-Cap ETF during the third quarter worth $216,000. Moss Adams Wealth Advisors LLC increased its position in iShares Russell Mid-Cap ETF by 21.0% during the third quarter. Moss Adams Wealth Advisors LLC now owns 7,038 shares of the company’s stock worth $620,000 after acquiring an additional 1,223 shares during the period. Raymond James & Associates increased its position in iShares Russell Mid-Cap ETF by 2.6% during the third quarter. Raymond James & Associates now owns 1,454,215 shares of the company’s stock worth $128,175,000 after acquiring an additional 36,255 shares during the period. Finally, Summit Investment Advisory Services LLC increased its position in iShares Russell Mid-Cap ETF by 2.1% during the fourth quarter. Summit Investment Advisory Services LLC now owns 7,688 shares of the company’s stock worth $680,000 after acquiring an additional 161 shares during the period.

iShares Russell Mid-Cap ETF Trading Up 0.3 %

Shares of IWR stock opened at $92.46 on Tuesday. iShares Russell Mid-Cap ETF has a 1 year low of $77.04 and a 1 year high of $96.00. The firm’s fifty day simple moving average is $91.19 and its 200 day simple moving average is $88.83. The firm has a market capitalization of $38.20 billion, a P/E ratio of 20.27 and a beta of 1.02.

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.