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

EverSource Wealth Advisors LLC lifted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 1,034.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm 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 have also modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF by 4.2% in the 4th quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock valued at $9,240,000 after purchasing an additional 4,189 shares during the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF during the 4th quarter worth $323,000. Strategic Blueprint LLC raised its position in shares of iShares Russell Mid-Cap ETF by 15.8% in the 2nd 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 holdings in iShares Russell Mid-Cap ETF by 137.6% in the second quarter. Rossby Financial LCC now owns 872 shares of the company’s stock valued at $80,000 after acquiring an additional 505 shares during the last quarter. Finally, First National Trust Co boosted its holdings in 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 acquiring an additional 10,930 shares during the last quarter. 80.16% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Price Performance

Shares of NYSEARCA:IWR opened at $102.38 on Wednesday. The firm has a market capitalization of $48.96 billion, a PE ratio of 21.00 and a beta of 1.06. The business has a 50-day moving average of $99.78 and a two-hundred day moving average of $97.23. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $103.38.

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.