EverSource Wealth Advisors LLC Grows Stock Holdings in iShares Russell Mid-Cap ETF $IWR

EverSource Wealth Advisors LLC lifted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 1,034.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,969 shares of the company’s stock after acquiring an additional 18,208 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,928,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its position in iShares Russell Mid-Cap ETF by 4.2% during the 4th quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock worth $9,240,000 after purchasing an additional 4,189 shares during the period. Revolve Wealth Partners LLC acquired a new position in shares of iShares Russell Mid-Cap ETF during the fourth quarter worth about $323,000. Strategic Blueprint LLC boosted its position in shares of iShares Russell Mid-Cap ETF by 15.8% in the second quarter. Strategic Blueprint LLC now owns 2,917 shares of the company’s stock worth $268,000 after buying an additional 399 shares during the period. Rossby Financial LCC boosted its position in shares of iShares Russell Mid-Cap ETF by 137.6% in the second quarter. Rossby Financial LCC now owns 872 shares of the company’s stock worth $80,000 after buying an additional 505 shares during the period. Finally, First National Trust Co grew its stake in shares of iShares Russell Mid-Cap ETF by 9.1% in the second quarter. First National Trust Co now owns 131,059 shares of the company’s stock valued at $12,053,000 after buying an additional 10,930 shares in the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IWR opened at $102.38 on Wednesday. The business’s 50-day simple moving average is $99.78 and its 200 day simple moving average is $97.23. The company has a market cap of $48.96 billion, a P/E ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a one year low of $73.17 and a one year high of $103.38.

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. 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.