iShares Russell Mid-Cap ETF $IWR is Albion Financial Group UT’s 3rd Largest Position

Albion Financial Group UT trimmed its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 853,473 shares of the company’s stock after selling 20,650 shares during the period. iShares Russell Mid-Cap ETF accounts for 5.1% of Albion Financial Group UT’s portfolio, making the stock its 3rd largest holding. Albion Financial Group UT owned approximately 0.18% of iShares Russell Mid-Cap ETF worth $82,164,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. KERR FINANCIAL PLANNING Corp bought a new position in iShares Russell Mid-Cap ETF during the third quarter valued at $32,000. Smartleaf Asset Management LLC lifted its position 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 valued at $39,000 after purchasing an additional 263 shares during the last quarter. Dorato Capital Management bought a new position in iShares Russell Mid-Cap ETF during the fourth quarter valued at $43,000. Cary Street Partners Investment Advisory LLC bought a new position in iShares Russell Mid-Cap ETF during the third quarter valued at $47,000. Finally, Cornerstone Planning Group LLC bought a new position in iShares Russell Mid-Cap ETF during the third quarter valued at $55,000. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Trading Up 0.4%

iShares Russell Mid-Cap ETF stock opened at $98.75 on Tuesday. The firm has a 50-day moving average price of $99.80 and a 200-day moving average price of $97.91. The firm has a market capitalization of $48.97 billion, a PE ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $103.53.

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.