Dakota Wealth Management Acquires 13,945 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Dakota Wealth Management lifted its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 3.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 465,545 shares of the company’s stock after purchasing an additional 13,945 shares during the period. iShares Russell Mid-Cap ETF comprises approximately 0.9% of Dakota Wealth Management’s investment portfolio, making the stock its 17th largest holding. Dakota Wealth Management’s holdings in iShares Russell Mid-Cap ETF were worth $41,154,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in IWR. Hsbc Holdings PLC raised its stake in shares of iShares Russell Mid-Cap ETF by 100.0% during the 2nd quarter. Hsbc Holdings PLC now owns 67,624 shares of the company’s stock worth $5,483,000 after purchasing an additional 33,812 shares during the period. EverSource Wealth Advisors LLC raised its stake in iShares Russell Mid-Cap ETF by 8.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,485 shares of the company’s stock valued at $211,000 after acquiring an additional 200 shares during the period. Certified Advisory Corp raised its stake in iShares Russell Mid-Cap ETF by 35.5% in the 2nd quarter. Certified Advisory Corp now owns 10,493 shares of the company’s stock valued at $851,000 after acquiring an additional 2,751 shares during the period. Evergreen Capital Management LLC raised its stake in iShares Russell Mid-Cap ETF by 2.0% in the 2nd quarter. Evergreen Capital Management LLC now owns 31,354 shares of the company’s stock valued at $2,542,000 after acquiring an additional 600 shares during the period. Finally, Insigneo Advisory Services LLC raised its stake in iShares Russell Mid-Cap ETF by 5.6% in the 2nd quarter. Insigneo Advisory Services LLC now owns 7,567 shares of the company’s stock valued at $605,000 after acquiring an additional 401 shares during the period.

iShares Russell Mid-Cap ETF Stock Performance

Shares of iShares Russell Mid-Cap ETF stock opened at $92.83 on Wednesday. iShares Russell Mid-Cap ETF has a 52-week low of $76.25 and a 52-week high of $96.00. The stock’s 50-day simple moving average is $91.52 and its 200 day simple moving average is $87.91. The stock has a market capitalization of $38.35 billion, a P/E ratio of 20.27 and a beta of 1.02.

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.