Burling Wealth Partners LLC Has $422,000 Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Burling Wealth Partners LLC grew its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 38.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,959 shares of the company’s stock after purchasing an additional 1,379 shares during the period. Burling Wealth Partners LLC’s holdings in iShares Russell Mid-Cap ETF were worth $422,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in IWR. Bailard Inc. boosted its holdings in shares of iShares Russell Mid-Cap ETF by 0.3% in the 1st quarter. Bailard Inc. now owns 138,482 shares of the company’s stock worth $11,781,000 after acquiring an additional 378 shares in the last quarter. Burns Matteson Capital Management LLC bought a new position in iShares Russell Mid-Cap ETF in the 1st quarter valued at $1,050,000. Verdence Capital Advisors LLC boosted its stake in iShares Russell Mid-Cap ETF by 24.8% in the first quarter. Verdence Capital Advisors LLC now owns 112,296 shares of the company’s stock worth $9,553,000 after purchasing an additional 22,317 shares in the last quarter. Napatree Capital LLC boosted its stake in iShares Russell Mid-Cap ETF by 15.9% in the first quarter. Napatree Capital LLC now owns 17,809 shares of the company’s stock worth $1,515,000 after purchasing an additional 2,444 shares in the last quarter. Finally, Shared Vision Wealth Group LLC grew its holdings in shares of iShares Russell Mid-Cap ETF by 11.9% during the first quarter. Shared Vision Wealth Group LLC now owns 2,818 shares of the company’s stock worth $240,000 after purchasing an additional 299 shares during the last quarter. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Up 1.0%

iShares Russell Mid-Cap ETF stock opened at $93.69 on Friday. The stock has a 50-day simple moving average of $90.59 and a 200 day simple moving average of $88.16. The stock has a market capitalization of $43.06 billion, a price-to-earnings ratio of 21.00 and a beta of 1.09. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $96.01.

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.