iShares Russell Mid-Cap ETF $IWR Position Lifted by D.A. Davidson & CO.

D.A. Davidson & CO. grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 318,885 shares of the company’s stock after acquiring an additional 6,307 shares during the period. D.A. Davidson & CO. owned about 0.07% of iShares Russell Mid-Cap ETF worth $30,788,000 at the end of the most recent quarter.

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

iShares Russell Mid-Cap ETF Trading Up 1.1%

IWR stock opened at $97.32 on Monday. The stock’s 50 day simple moving average is $96.15 and its 200 day simple moving average is $95.24. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $99.12. The firm has a market cap of $46.88 billion, a P/E ratio of 21.00 and a beta of 1.06.

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.