31,945 iShares Russell Mid-Cap ETF $IWR Shares Acquired by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC grew its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 5.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 597,551 shares of the company’s stock after acquiring an additional 31,945 shares during the period. iShares Russell Mid-Cap ETF comprises 1.6% of Robertson Stephens Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Robertson Stephens Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $63,765,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Steph & Co. purchased a new stake in iShares Russell Mid-Cap ETF during the third quarter worth $11,870,000. Whitener Capital Management Inc. grew its holdings in iShares Russell Mid-Cap ETF by 120.5% in the second quarter. Whitener Capital Management Inc. now owns 9,199 shares of the company’s stock valued at $1,015,000 after purchasing an additional 5,027 shares during the last quarter. Montgomery Financial Services LLC purchased a new position in shares of iShares Russell Mid-Cap ETF in the second quarter valued at $1,670,000. Waverly Advisors LLC increased its position in shares of iShares Russell Mid-Cap ETF by 8.0% in the second quarter. Waverly Advisors LLC now owns 1,187,415 shares of the company’s stock valued at $130,996,000 after buying an additional 88,462 shares in the last quarter. Finally, Northwest Wealth Advisors LLC increased its position in shares of iShares Russell Mid-Cap ETF by 13.2% in the first quarter. Northwest Wealth Advisors LLC now owns 38,872 shares of the company’s stock valued at $3,780,000 after buying an additional 4,545 shares in the last quarter. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Stock Down 1.0%

NYSEARCA:IWR opened at $108.50 on Friday. The company has a market capitalization of $56.14 billion, a PE ratio of 21.00 and a beta of 1.00. iShares Russell Mid-Cap ETF has a 52-week low of $91.64 and a 52-week high of $114.97. The stock has a fifty day simple moving average of $110.49 and a 200-day simple moving average of $107.89.

About iShares Russell Mid-Cap ETF

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.