Wealthspire Advisors LLC Has $19.55 Million Holdings in iShares Russell Mid-Cap ETF $IWR

Wealthspire Advisors LLC cut its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 48.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 203,089 shares of the company’s stock after selling 187,127 shares during the quarter. Wealthspire Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $19,551,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of IWR. CIBC Bancorp USA Inc. acquired a new stake in iShares Russell Mid-Cap ETF in the third quarter valued at $285,568,000. Bank of New York Mellon Corp increased its holdings in iShares Russell Mid-Cap ETF by 7.6% in the fourth quarter. Bank of New York Mellon Corp now owns 10,779,440 shares of the company’s stock valued at $1,037,737,000 after purchasing an additional 756,994 shares during the period. BNP Paribas Financial Markets increased its holdings in iShares Russell Mid-Cap ETF by 186.3% in the second quarter. BNP Paribas Financial Markets now owns 764,638 shares of the company’s stock valued at $70,324,000 after purchasing an additional 497,601 shares during the period. NorthRock Partners LLC increased its holdings in iShares Russell Mid-Cap ETF by 1,296.2% in the third quarter. NorthRock Partners LLC now owns 533,490 shares of the company’s stock valued at $51,508,000 after purchasing an additional 495,279 shares during the period. Finally, Proficio Capital Partners LLC increased its holdings in iShares Russell Mid-Cap ETF by 5,042.0% in the third quarter. Proficio Capital Partners LLC now owns 426,784 shares of the company’s stock valued at $41,206,000 after purchasing an additional 418,484 shares during the period. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Stock Up 0.9%

NYSEARCA IWR opened at $108.72 on Friday. The stock has a fifty day simple moving average of $104.38 and a 200 day simple moving average of $100.87. iShares Russell Mid-Cap ETF has a twelve month low of $88.83 and a twelve month high of $109.08. The company has a market capitalization of $54.69 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00.

iShares Russell Mid-Cap ETF Company 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. 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.