iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stock Holdings Increased by Wells Trecaso Financial Group LLC

Wells Trecaso Financial Group LLC raised its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 15.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,868 shares of the company’s stock after buying an additional 2,324 shares during the period. Wells Trecaso Financial Group LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,580,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. MidWestOne Financial Group Inc. grew its holdings in shares of iShares Russell Mid-Cap ETF by 5.0% in the 2nd quarter. MidWestOne Financial Group Inc. now owns 18,026 shares of the company’s stock worth $1,462,000 after acquiring an additional 862 shares during the last quarter. Tanglewood Legacy Advisors LLC increased its position in shares of iShares Russell Mid-Cap ETF by 2.7% in the third quarter. Tanglewood Legacy Advisors LLC now owns 82,522 shares of the company’s stock worth $7,274,000 after acquiring an additional 2,135 shares in the last quarter. Monterey Private Wealth Inc. acquired a new stake in shares of iShares Russell Mid-Cap ETF during the third quarter valued at approximately $217,000. Keystone Wealth Services LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF in the 3rd quarter valued at approximately $216,000. Finally, Moss Adams Wealth Advisors LLC grew its position in iShares Russell Mid-Cap ETF by 21.0% during the 3rd quarter. Moss Adams Wealth Advisors LLC now owns 7,038 shares of the company’s stock worth $620,000 after purchasing an additional 1,223 shares in the last quarter.

iShares Russell Mid-Cap ETF Stock Up 0.3 %

IWR opened at $92.70 on Friday. iShares Russell Mid-Cap ETF has a 12-month low of $76.25 and a 12-month high of $96.00. The firm has a market capitalization of $38.29 billion, a P/E ratio of 20.27 and a beta of 1.02. The stock has a fifty day moving average of $91.52 and a 200-day moving average of $88.03.

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.