Evernest Financial Advisors LLC Lowers Holdings in iShares Russell Mid-Cap ETF $IWR

Evernest Financial Advisors LLC decreased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 32.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 15,912 shares of the company’s stock after selling 7,595 shares during the period. Evernest Financial Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,625,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. Piscataqua Savings Bank lifted its holdings in iShares Russell Mid-Cap ETF by 11.1% during the fourth quarter. Piscataqua Savings Bank now owns 1,000 shares of the company’s stock worth $96,000 after buying an additional 100 shares during the period. Objectivity Squared LLC lifted its holdings in iShares Russell Mid-Cap ETF by 3.7% during the third quarter. Objectivity Squared LLC now owns 3,304 shares of the company’s stock worth $319,000 after buying an additional 117 shares during the period. Advisor OS LLC lifted its holdings in iShares Russell Mid-Cap ETF by 1.8% during the third quarter. Advisor OS LLC now owns 6,854 shares of the company’s stock worth $662,000 after buying an additional 118 shares during the period. Walled Lake Planning & Wealth Management LLC lifted its holdings in iShares Russell Mid-Cap ETF by 1.6% during the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 7,751 shares of the company’s stock worth $746,000 after buying an additional 119 shares during the period. Finally, Rossby Financial LCC lifted its holdings in iShares Russell Mid-Cap ETF by 14.3% during the third quarter. Rossby Financial LCC now owns 997 shares of the company’s stock worth $96,000 after buying an additional 125 shares during the period. Hedge funds and other institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Up 0.9%

iShares Russell Mid-Cap ETF stock opened at $108.72 on Friday. The business has a fifty day moving average of $104.38 and a two-hundred day moving average of $100.87. The firm has a market cap of $54.69 billion, a P/E ratio of 21.00 and a beta of 1.00. iShares Russell Mid-Cap ETF has a twelve month low of $88.83 and a twelve month high of $109.08.

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.