iShares Russell Mid-Cap ETF $IWR Stock Position Boosted by Perigon Wealth Management LLC

Perigon Wealth Management LLC raised its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 134,905 shares of the company’s stock after buying an additional 10,493 shares during the period. Perigon Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $12,987,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Jones Financial Companies Lllp boosted its holdings in shares of iShares Russell Mid-Cap ETF by 8.1% in the third quarter. Jones Financial Companies Lllp now owns 75,344,008 shares of the company’s stock valued at $7,245,741,000 after acquiring an additional 5,633,614 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of iShares Russell Mid-Cap ETF by 1.2% during the third quarter. Bank of New York Mellon Corp now owns 10,022,446 shares of the company’s stock valued at $967,667,000 after acquiring an additional 123,124 shares during the period. Northern Trust Corp raised its holdings in iShares Russell Mid-Cap ETF by 1.4% during the third quarter. Northern Trust Corp now owns 9,804,635 shares of the company’s stock worth $946,638,000 after purchasing an additional 134,966 shares in the last quarter. JPMorgan Chase & Co. raised its holdings in iShares Russell Mid-Cap ETF by 0.7% during the third quarter. JPMorgan Chase & Co. now owns 6,623,770 shares of the company’s stock worth $639,525,000 after purchasing an additional 47,842 shares in the last quarter. Finally, Truist Financial Corp lifted its position in iShares Russell Mid-Cap ETF by 6.1% in the third quarter. Truist Financial Corp now owns 4,194,401 shares of the company’s stock worth $404,969,000 after purchasing an additional 239,492 shares during the period. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA IWR opened at $98.34 on Friday. The stock has a fifty day moving average price of $99.87 and a two-hundred day moving average price of $97.85. The firm has a market cap of $47.03 billion, a P/E ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a 1 year low of $73.17 and a 1 year high of $103.53.

About iShares Russell Mid-Cap ETF

(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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