Weatherly Asset Management L. P. Reduces Stock Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Weatherly Asset Management L. P. trimmed its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 5.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,776 shares of the company’s stock after selling 1,425 shares during the quarter. Weatherly Asset Management L. P.’s holdings in iShares Russell Mid-Cap ETF were worth $1,847,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Klingman & Associates LLC grew its stake in iShares Russell Mid-Cap ETF by 1.0% during the 2nd quarter. Klingman & Associates LLC now owns 12,564 shares of the company’s stock worth $1,019,000 after buying an additional 122 shares during the last quarter. Guidance Point Advisors LLC grew its stake in iShares Russell Mid-Cap ETF by 2.9% during the 2nd quarter. Guidance Point Advisors LLC now owns 4,365 shares of the company’s stock worth $354,000 after buying an additional 123 shares during the last quarter. Center for Financial Planning Inc. grew its stake in iShares Russell Mid-Cap ETF by 1.5% during the 1st quarter. Center for Financial Planning Inc. now owns 8,433 shares of the company’s stock worth $709,000 after buying an additional 127 shares during the last quarter. WestHill Financial Advisors Inc. grew its stake in iShares Russell Mid-Cap ETF by 0.8% during the 1st quarter. WestHill Financial Advisors Inc. now owns 15,961 shares of the company’s stock worth $1,342,000 after buying an additional 132 shares during the last quarter. Finally, Sage Mountain Advisors LLC lifted its position in iShares Russell Mid-Cap ETF by 50.9% during the 2nd quarter. Sage Mountain Advisors LLC now owns 403 shares of the company’s stock worth $33,000 after acquiring an additional 136 shares during the period.

iShares Russell Mid-Cap ETF Price Performance

IWR traded up $0.59 on Friday, reaching $86.60. 609,934 shares of the stock were exchanged, compared to its average volume of 1,261,182. The company’s 50-day moving average price is $83.08 and its 200 day moving average price is $81.99. iShares Russell Mid-Cap ETF has a fifty-two week low of $64.66 and a fifty-two week high of $86.91. The firm has a market capitalization of $35.77 billion, a PE 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.