iShares Russell Mid-Cap ETF $IWR Stock Holdings Boosted by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC raised its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 8.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 288,923 shares of the company’s stock after purchasing an additional 21,716 shares during the quarter. iShares Russell Mid-Cap ETF comprises approximately 0.7% of Valeo Financial Advisors LLC’s holdings, making the stock its 28th biggest holding. Valeo Financial Advisors LLC owned approximately 0.06% of iShares Russell Mid-Cap ETF worth $30,831,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Steph & Co. purchased a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter worth about $11,870,000. Canandaigua National Trust Co of Florida acquired a new position in iShares Russell Mid-Cap ETF during the third quarter valued at approximately $536,000. Wealth Enhancement Trust Services Inc. grew its stake in iShares Russell Mid-Cap ETF by 71.9% during the third quarter. Wealth Enhancement Trust Services Inc. now owns 1,434 shares of the company’s stock worth $153,000 after buying an additional 600 shares during the period. North Point Portfolio Managers Corp OH purchased a new stake in iShares Russell Mid-Cap ETF during the third quarter worth approximately $147,000. Finally, American National Bank & Trust increased its position in shares of iShares Russell Mid-Cap ETF by 51.8% in the third quarter. American National Bank & Trust now owns 13,409 shares of the company’s stock worth $1,431,000 after acquiring an additional 4,575 shares in the last quarter. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Up 0.2%

Shares of IWR stock traded up $0.19 during mid-day trading on Thursday, reaching $108.66. The company’s stock had a trading volume of 777,544 shares, compared to its average volume of 2,217,392. The firm has a market capitalization of $56.05 billion, a PE ratio of 21.00 and a beta of 1.00. The company’s 50 day simple moving average is $110.83 and its 200-day simple moving average is $107.35. iShares Russell Mid-Cap ETF has a 12-month low of $91.64 and a 12-month high of $114.97.

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. 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.