iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Sold by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC lowered its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 6.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,266 shares of the company’s stock after selling 237 shares during the period. Octavia Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $254,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Baystate Wealth Management LLC lifted its position in iShares Russell Mid-Cap ETF by 3.2% in the fourth quarter. Baystate Wealth Management LLC now owns 648,382 shares of the company’s stock valued at $50,399,000 after acquiring an additional 20,400 shares during the last quarter. Park Place Capital Corp lifted its position in iShares Russell Mid-Cap ETF by 30.9% in the fourth quarter. Park Place Capital Corp now owns 4,144 shares of the company’s stock valued at $322,000 after acquiring an additional 979 shares during the last quarter. Natixis Advisors L.P. lifted its position in iShares Russell Mid-Cap ETF by 1,673.5% in the third quarter. Natixis Advisors L.P. now owns 1,032,192 shares of the company’s stock valued at $71,479,000 after acquiring an additional 973,991 shares during the last quarter. Claro Advisors LLC purchased a new stake in iShares Russell Mid-Cap ETF in the fourth quarter valued at $233,000. Finally, Pinnacle Associates Ltd. lifted its position in iShares Russell Mid-Cap ETF by 14.5% in the fourth quarter. Pinnacle Associates Ltd. now owns 21,131 shares of the company’s stock valued at $1,643,000 after acquiring an additional 2,682 shares during the last quarter.

iShares Russell Mid-Cap ETF Price Performance

Shares of IWR opened at $79.13 on Wednesday. iShares Russell Mid-Cap ETF has a 1-year low of $64.66 and a 1-year high of $84.33. The stock has a market cap of $31.78 billion, a PE ratio of 20.48 and a beta of 1.03. The firm has a fifty day moving average price of $81.21 and a 200 day moving average price of $75.77.

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.