Kestra Advisory Services LLC Has $30.36 Million Position in iShares Russell Mid-Cap ETF $IWR

Kestra Advisory Services LLC boosted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 23.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 312,220 shares of the company’s stock after acquiring an additional 58,854 shares during the period. Kestra Advisory Services LLC’s holdings in iShares Russell Mid-Cap ETF were worth $30,357,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Tompkins Financial Corp grew its stake in iShares Russell Mid-Cap ETF by 465.7% during the fourth quarter. Tompkins Financial Corp now owns 116,276 shares of the company’s stock worth $11,194,000 after buying an additional 95,723 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF by 163.8% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 39,916 shares of the company’s stock worth $3,885,000 after acquiring an additional 24,782 shares in the last quarter. Argentarii LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the 4th quarter worth approximately $1,397,000. NorthRock Partners LLC grew its position in iShares Russell Mid-Cap ETF by 1,296.2% during the 3rd quarter. NorthRock Partners LLC now owns 533,490 shares of the company’s stock worth $51,508,000 after acquiring an additional 495,279 shares during the last quarter. Finally, Shelton Wealth Management LLC grew its position in iShares Russell Mid-Cap ETF by 27.2% during the 4th quarter. Shelton Wealth Management LLC now owns 78,830 shares of the company’s stock worth $7,589,000 after acquiring an additional 16,864 shares during the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Up 0.0%

IWR stock traded up $0.02 during midday trading on Friday, reaching $110.02. 2,942,108 shares of the company’s stock traded hands, compared to its average volume of 2,528,392. The company has a 50-day simple moving average of $107.36 and a two-hundred day simple moving average of $102.64. iShares Russell Mid-Cap ETF has a 1-year low of $91.36 and a 1-year high of $111.43. The company has a market cap of $56.81 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00.

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.