iShares Russell Mid-Cap ETF $IWR Shares Sold by Plan Group Financial LLC

Plan Group Financial LLC lessened its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 107,824 shares of the company’s stock after selling 18,842 shares during the period. iShares Russell Mid-Cap ETF accounts for about 3.3% of Plan Group Financial LLC’s holdings, making the stock its 4th biggest position. Plan Group Financial LLC’s holdings in iShares Russell Mid-Cap ETF were worth $9,917,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IWR. CW Advisors LLC lifted its position in iShares Russell Mid-Cap ETF by 5.8% during the 2nd quarter. CW Advisors LLC now owns 35,178 shares of the company’s stock worth $3,235,000 after acquiring an additional 1,935 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the second quarter valued at approximately $202,000. River Wealth Advisors LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 3.0% during the second quarter. River Wealth Advisors LLC now owns 402,940 shares of the company’s stock worth $37,058,000 after purchasing an additional 11,919 shares during the last quarter. Pinkerton Wealth LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF during the second quarter worth $241,000. Finally, Wellspring Financial Advisors LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 208.0% during the second quarter. Wellspring Financial Advisors LLC now owns 7,885 shares of the company’s stock worth $725,000 after purchasing an additional 5,325 shares during the period. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA:IWR opened at $96.08 on Wednesday. The firm has a market cap of $45.07 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. The firm’s fifty day moving average price is $95.70 and its 200 day moving average price is $93.96. iShares Russell Mid-Cap ETF has a 1-year low of $73.17 and a 1-year high of $97.87.

About iShares Russell Mid-Cap ETF

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.