Axis Wealth Partners LLC Has $620,000 Stock Holdings in iShares Russell Mid-Cap ETF $IWR

Axis Wealth Partners LLC trimmed its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 77.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,419 shares of the company’s stock after selling 22,283 shares during the period. Axis Wealth Partners LLC’s holdings in iShares Russell Mid-Cap ETF were worth $620,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of IWR. U.S. Capital Wealth Advisors LLC boosted its holdings in iShares Russell Mid-Cap ETF by 0.5% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 21,254 shares of the company’s stock worth $1,955,000 after purchasing an additional 109 shares in the last quarter. Register Financial Advisors LLC lifted its position in shares of iShares Russell Mid-Cap ETF by 2.0% in the second quarter. Register Financial Advisors LLC now owns 5,444 shares of the company’s stock worth $501,000 after buying an additional 109 shares during the last quarter. Welch & Forbes LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 0.5% during the 2nd quarter. Welch & Forbes LLC now owns 22,727 shares of the company’s stock worth $2,090,000 after acquiring an additional 110 shares in the last quarter. Meridian Wealth Management LLC increased its holdings in shares of iShares Russell Mid-Cap ETF by 0.5% during the 2nd quarter. Meridian Wealth Management LLC now owns 20,962 shares of the company’s stock valued at $1,928,000 after acquiring an additional 112 shares during the last quarter. Finally, Heritage Financial Services LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 3.8% in the 2nd quarter. Heritage Financial Services LLC now owns 3,129 shares of the company’s stock valued at $288,000 after acquiring an additional 114 shares in the last quarter. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

IWR opened at $99.97 on Friday. The firm has a market cap of $48.06 billion, a P/E ratio of 21.00 and a beta of 1.06. The business has a 50 day moving average price of $96.47 and a 200 day moving average price of $95.52. iShares Russell Mid-Cap ETF has a twelve month low of $73.17 and a twelve month high of $100.22.

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. 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.