Diversified Trust Co Purchases New Holdings in iShares Russell Mid-Cap ETF $IWR

Diversified Trust Co purchased a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 70,637 shares of the company’s stock, valued at approximately $7,538,000.

A number of other large investors also recently modified their holdings of IWR. Vista Capital Partners Inc. bought a new position in iShares Russell Mid-Cap ETF during the third quarter worth $1,039,000. Financial Freedom LLC acquired a new position in iShares Russell Mid-Cap ETF during the 3rd quarter valued at $165,000. Moors & Cabot Inc. bought a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $1,205,000. Valmark Advisers Inc. bought a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $3,191,000. Finally, Carl P. Sherr & Co. LLC boosted its holdings in iShares Russell Mid-Cap ETF by 2.8% in the 3rd quarter. Carl P. Sherr & Co. LLC now owns 58,276 shares of the company’s stock valued at $6,219,000 after purchasing an additional 1,597 shares during the period. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA IWR opened at $110.50 on Friday. The firm has a market capitalization of $58.63 billion, a price-to-earnings ratio of 20.27 and a beta of 1.00. The company’s fifty day moving average is $109.35 and its two-hundred day moving average is $106.48. iShares Russell Mid-Cap ETF has a 52-week low of $91.64 and a 52-week high of $114.97.

iShares Russell Mid-Cap ETF Company 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.