iShares Russell Mid-Cap Growth ETF $IWP Shares Sold by Dougherty Wealth Advisers LLC

Dougherty Wealth Advisers LLC decreased its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 78.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,168 shares of the company’s stock after selling 22,201 shares during the period. iShares Russell Mid-Cap Growth ETF accounts for approximately 0.6% of Dougherty Wealth Advisers LLC’s investment portfolio, making the stock its 19th largest position. Dougherty Wealth Advisers LLC’s holdings in iShares Russell Mid-Cap Growth ETF were worth $878,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Revolve Wealth Partners LLC lifted its holdings in iShares Russell Mid-Cap Growth ETF by 2.5% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,370 shares of the company’s stock valued at $934,000 after acquiring an additional 182 shares during the last quarter. Russell Investments Group Ltd. raised its position in iShares Russell Mid-Cap Growth ETF by 51.7% in the first quarter. Russell Investments Group Ltd. now owns 1,717 shares of the company’s stock valued at $202,000 after purchasing an additional 585 shares during the period. Widmann Financial Services Inc. lifted its stake in shares of iShares Russell Mid-Cap Growth ETF by 3.0% in the 1st quarter. Widmann Financial Services Inc. now owns 29,906 shares of the company’s stock valued at $3,514,000 after purchasing an additional 884 shares during the last quarter. Piedmont Capital Management LLC lifted its stake in shares of iShares Russell Mid-Cap Growth ETF by 4.8% in the 1st quarter. Piedmont Capital Management LLC now owns 62,074 shares of the company’s stock valued at $7,293,000 after purchasing an additional 2,842 shares during the last quarter. Finally, CreativeOne Wealth LLC grew its holdings in shares of iShares Russell Mid-Cap Growth ETF by 7.9% during the 1st quarter. CreativeOne Wealth LLC now owns 42,413 shares of the company’s stock worth $4,983,000 after purchasing an additional 3,090 shares during the period. Institutional investors and hedge funds own 74.49% of the company’s stock.

iShares Russell Mid-Cap Growth ETF Trading Up 1.1%

Shares of NYSEARCA:IWP opened at $140.30 on Tuesday. The company has a market capitalization of $20.50 billion, a price-to-earnings ratio of 30.48 and a beta of 1.15. iShares Russell Mid-Cap Growth ETF has a 12-month low of $99.85 and a 12-month high of $145.60. The business has a 50-day moving average price of $139.28 and a 200 day moving average price of $140.02.

About iShares Russell Mid-Cap Growth ETF

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index). The Index measures the performance of the mid-capitalization growth sector of the United States equity market. It is a subset of the Russell Midcap Index and measures the performance of equity securities of Russell Midcap Index issuers with relatively higher price-to-book ratios and higher forecasted growth.