Waldron Private Wealth LLC Purchases New Holdings in iShares Russell Mid-Cap ETF $IWR

by · The Markets Daily

Waldron Private Wealth LLC purchased a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 7,585 shares of the company’s stock, valued at approximately $809,000.

Other hedge funds also recently modified their holdings of the company. Baird Financial Group Inc. grew its holdings in iShares Russell Mid-Cap ETF by 18.8% during the second quarter. Baird Financial Group Inc. now owns 10,660,298 shares of the company’s stock valued at $1,176,044,000 after purchasing an additional 1,690,390 shares during the period. Envestnet Asset Management Inc. raised its stake in shares of iShares Russell Mid-Cap ETF by 0.7% in the second quarter. Envestnet Asset Management Inc. now owns 4,500,690 shares of the company’s stock valued at $496,505,000 after buying an additional 29,329 shares during the period. AMG National Trust Bank raised its stake in shares of iShares Russell Mid-Cap ETF by 2.0% in the first quarter. AMG National Trust Bank now owns 3,889,097 shares of the company’s stock valued at $378,137,000 after buying an additional 77,476 shares during the period. Fifth Third Bancorp raised its stake in shares of iShares Russell Mid-Cap ETF by 25.7% in the first quarter. Fifth Third Bancorp now owns 2,547,979 shares of the company’s stock valued at $247,740,000 after buying an additional 521,709 shares during the period. Finally, Glenview Trust Co lifted its position in shares of iShares Russell Mid-Cap ETF by 0.8% during the 3rd quarter. Glenview Trust Co now owns 1,418,745 shares of the company’s stock valued at $151,394,000 after buying an additional 10,717 shares during the last quarter. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

Shares of NYSEARCA IWR opened at $107.80 on Friday. iShares Russell Mid-Cap ETF has a one year low of $91.64 and a one year high of $114.97. The business’s fifty day moving average price is $109.42 and its 200-day moving average price is $106.23. The stock has a market capitalization of $56.83 billion, a PE ratio of 20.27 and a beta of 1.00.

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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