Dakota Wealth Management Sells 64,667 Shares of iShares Russell Mid-Cap ETF $IWR

Dakota Wealth Management reduced its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 375,324 shares of the company’s stock after selling 64,667 shares during the period. iShares Russell Mid-Cap ETF makes up about 0.7% of Dakota Wealth Management’s investment portfolio, making the stock its 27th biggest position. Dakota Wealth Management’s holdings in iShares Russell Mid-Cap ETF were worth $36,238,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. HHM Wealth Advisors LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF during the second quarter worth $29,000. Traub Capital Management LLC acquired a new position in iShares Russell Mid-Cap ETF in the second quarter valued at about $37,000. Legacy Investment Solutions LLC bought a new position in iShares Russell Mid-Cap ETF during the second quarter worth about $38,000. Smartleaf Asset Management LLC boosted its holdings in iShares Russell Mid-Cap ETF by 192.0% during the third quarter. Smartleaf Asset Management LLC now owns 400 shares of the company’s stock worth $39,000 after buying an additional 263 shares during the last quarter. Finally, Financial Gravity Companies Inc. acquired a new position in shares of iShares Russell Mid-Cap ETF during the 2nd quarter worth about $47,000. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

Shares of IWR stock opened at $101.29 on Tuesday. The stock has a market cap of $48.44 billion, a PE ratio of 21.00 and a beta of 1.06. The stock has a 50-day moving average of $99.66 and a 200-day moving average of $97.17. iShares Russell Mid-Cap ETF has a one year low of $73.17 and a one year high of $103.38.

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.