iShares Russell Mid-Cap ETF $IWR Shares Bought by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 26.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 25,259 shares of the company’s stock after acquiring an additional 5,290 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,432,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Piscataqua Savings Bank lifted its position in shares of iShares Russell Mid-Cap ETF by 11.1% during the 4th quarter. Piscataqua Savings Bank now owns 1,000 shares of the company’s stock valued at $96,000 after acquiring an additional 100 shares during the last quarter. Welch & Forbes LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 0.5% in the third quarter. Welch & Forbes LLC now owns 22,832 shares of the company’s stock valued at $2,204,000 after purchasing an additional 105 shares in the last quarter. Hollencrest Capital Management lifted its holdings in shares of iShares Russell Mid-Cap ETF by 1.7% in the third quarter. Hollencrest Capital Management now owns 6,226 shares of the company’s stock valued at $601,000 after purchasing an additional 106 shares in the last quarter. Cornerstone Wealth Management LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 0.5% in the third quarter. Cornerstone Wealth Management LLC now owns 21,223 shares of the company’s stock valued at $2,049,000 after purchasing an additional 114 shares in the last quarter. Finally, Objectivity Squared LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 3.7% in the third quarter. Objectivity Squared LLC now owns 3,304 shares of the company’s stock valued at $319,000 after purchasing an additional 117 shares in the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Up 0.9%

IWR opened at $105.92 on Friday. The stock has a fifty day moving average of $101.35 and a 200-day moving average of $99.54. The firm has a market capitalization of $53.28 billion, a P/E ratio of 21.00 and a beta of 1.01. iShares Russell Mid-Cap ETF has a 12-month low of $86.89 and a 12-month high of $106.43.

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.