Lee Financial Co Has $5.97 Million Stock Holdings in iShares Russell Mid-Cap Growth ETF $IWP

Lee Financial Co trimmed its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 2.5% during the second quarter, HoldingsChannel.com reports. The fund owned 43,037 shares of the company’s stock after selling 1,118 shares during the period. iShares Russell Mid-Cap Growth ETF makes up approximately 0.9% of Lee Financial Co’s investment portfolio, making the stock its 18th biggest holding. Lee Financial Co’s holdings in iShares Russell Mid-Cap Growth ETF were worth $5,968,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of IWP. Leo Wealth LLC acquired a new stake in iShares Russell Mid-Cap Growth ETF during the 2nd quarter worth approximately $211,000. US Bancorp DE raised its holdings in iShares Russell Mid-Cap Growth ETF by 0.7% during the 2nd quarter. US Bancorp DE now owns 1,572,826 shares of the company’s stock worth $218,120,000 after buying an additional 11,655 shares during the period. Sax Wealth Advisors LLC raised its holdings in iShares Russell Mid-Cap Growth ETF by 2.9% during the 2nd quarter. Sax Wealth Advisors LLC now owns 11,382 shares of the company’s stock worth $1,578,000 after buying an additional 318 shares during the period. Kingswood Wealth Advisors LLC raised its holdings in iShares Russell Mid-Cap Growth ETF by 20.7% during the 2nd quarter. Kingswood Wealth Advisors LLC now owns 22,500 shares of the company’s stock worth $3,120,000 after buying an additional 3,856 shares during the period. Finally, Wealth Management Nebraska raised its holdings in iShares Russell Mid-Cap Growth ETF by 8.3% during the 2nd quarter. Wealth Management Nebraska now owns 21,964 shares of the company’s stock worth $3,018,000 after buying an additional 1,680 shares during the period. 74.49% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap Growth ETF Stock Performance

Shares of IWP stock opened at $143.82 on Friday. The company has a market capitalization of $21.00 billion, a P/E ratio of 30.48 and a beta of 1.10. The company’s 50 day moving average price is $142.23 and its two-hundred day moving average price is $133.60. iShares Russell Mid-Cap Growth ETF has a 52 week low of $99.85 and a 52 week high of $145.50.

About iShares Russell Mid-Cap Growth ETF

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index).