SlateStone Wealth LLC Has $1.23 Million Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

SlateStone Wealth LLC trimmed its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 6.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,182 shares of the company’s stock after selling 1,002 shares during the period. SlateStone Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,231,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. First Horizon Advisors Inc. increased its holdings in shares of iShares Russell Mid-Cap ETF by 3.1% in the fourth quarter. First Horizon Advisors Inc. now owns 128,365 shares of the company’s stock worth $9,978,000 after acquiring an additional 3,878 shares in the last quarter. Mission Wealth Management LP raised its holdings in iShares Russell Mid-Cap ETF by 22.1% during the 1st quarter. Mission Wealth Management LP now owns 8,749 shares of the company’s stock worth $736,000 after buying an additional 1,584 shares during the period. Mutual of America Capital Management LLC lifted its stake in iShares Russell Mid-Cap ETF by 7.0% in the first quarter. Mutual of America Capital Management LLC now owns 9,035 shares of the company’s stock valued at $760,000 after buying an additional 595 shares in the last quarter. Cambridge Trust Co. boosted its holdings in shares of iShares Russell Mid-Cap ETF by 2.8% in the first quarter. Cambridge Trust Co. now owns 8,344 shares of the company’s stock valued at $702,000 after buying an additional 224 shares during the period. Finally, LRI Investments LLC bought a new stake in shares of iShares Russell Mid-Cap ETF during the first quarter worth $120,000.

iShares Russell Mid-Cap ETF Stock Performance

NYSEARCA:IWR opened at $86.20 on Tuesday. The stock has a 50-day simple moving average of $82.69 and a 200 day simple moving average of $81.80. iShares Russell Mid-Cap ETF has a 52-week low of $64.66 and a 52-week high of $86.91. The company has a market cap of $35.61 billion, a PE ratio of 20.27 and a beta of 1.02.

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.