Koss Olinger Consulting LLC Sells 21,832 Shares of iShares Russell Mid-Cap ETF $IWR

by · The Cerbat Gem

Koss Olinger Consulting LLC lowered its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 12.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 153,748 shares of the company’s stock after selling 21,832 shares during the period. iShares Russell Mid-Cap ETF accounts for about 1.1% of Koss Olinger Consulting LLC’s investment portfolio, making the stock its 19th largest position. Koss Olinger Consulting LLC’s holdings in iShares Russell Mid-Cap ETF were worth $14,801,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. HFM Investment Advisors LLC bought a new stake in shares of iShares Russell Mid-Cap ETF during the fourth quarter valued at approximately $28,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of iShares Russell Mid-Cap ETF during the 3rd quarter worth approximately $32,000. Smartleaf Asset Management LLC boosted its position in shares of iShares Russell Mid-Cap ETF by 192.0% during the 3rd quarter. Smartleaf Asset Management LLC now owns 400 shares of the company’s stock valued at $39,000 after acquiring an additional 263 shares during the last quarter. Dorato Capital Management bought a new position in shares of iShares Russell Mid-Cap ETF during the 4th quarter valued at approximately $43,000. Finally, Basepoint Wealth LLC purchased a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at $43,000. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR opened at $107.37 on Friday. The company’s fifty day moving average is $102.27 and its 200 day moving average is $99.96. iShares Russell Mid-Cap ETF has a fifty-two week low of $87.68 and a fifty-two week high of $107.57. The stock has a market capitalization of $54.01 billion, a PE ratio of 21.00 and a beta of 1.01.

iShares Russell Mid-Cap ETF Company Profile

(Free Report)

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.

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