iShares Russell Mid-Cap ETF $IWR Shares Sold by Turtle Creek Wealth Advisors LLC

Turtle Creek Wealth Advisors LLC cut its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 8.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 56,415 shares of the company’s stock after selling 5,508 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $5,447,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of IWR. Bank of New York Mellon Corp lifted its holdings in iShares Russell Mid-Cap ETF by 23.5% in the second quarter. Bank of New York Mellon Corp now owns 9,899,322 shares of the company’s stock worth $910,441,000 after acquiring an additional 1,880,984 shares during the last quarter. Ameriprise Financial Inc. grew its holdings in shares of iShares Russell Mid-Cap ETF by 4.4% during the second quarter. Ameriprise Financial Inc. now owns 3,540,276 shares of the company’s stock valued at $331,052,000 after purchasing an additional 147,857 shares during the last quarter. Raymond James Financial Inc. raised its position in shares of iShares Russell Mid-Cap ETF by 1.1% during the 2nd quarter. Raymond James Financial Inc. now owns 2,709,795 shares of the company’s stock worth $249,220,000 after purchasing an additional 28,792 shares during the period. Johnson Investment Counsel Inc. raised its position in shares of iShares Russell Mid-Cap ETF by 1.1% during the 2nd quarter. Johnson Investment Counsel Inc. now owns 2,614,856 shares of the company’s stock worth $240,488,000 after purchasing an additional 29,418 shares during the period. Finally, Bank of Montreal Can lifted its holdings in shares of iShares Russell Mid-Cap ETF by 1.9% in the 2nd quarter. Bank of Montreal Can now owns 1,353,515 shares of the company’s stock worth $124,483,000 after purchasing an additional 24,718 shares during the last quarter. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA:IWR opened at $100.80 on Tuesday. The firm has a market capitalization of $48.24 billion, a P/E ratio of 21.00 and a beta of 1.06. The business has a 50 day simple moving average of $97.11 and a 200 day simple moving average of $95.90. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $101.47.

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.