iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stock Position Lifted by XML Financial LLC

XML Financial LLC lifted its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 279,287 shares of the company’s stock after purchasing an additional 6,892 shares during the period. iShares Russell Mid-Cap ETF accounts for about 2.3% of XML Financial LLC’s investment portfolio, making the stock its 8th biggest holding. XML Financial LLC’s holdings in iShares Russell Mid-Cap ETF were worth $24,616,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently modified their holdings of the company. Stratos Wealth Advisors LLC increased its stake in iShares Russell Mid-Cap ETF by 0.5% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 22,225 shares of the company’s stock worth $1,959,000 after buying an additional 112 shares during the period. Klingman & Associates LLC lifted its position in iShares Russell Mid-Cap ETF by 1.0% during the second quarter. Klingman & Associates LLC now owns 12,564 shares of the company’s stock valued at $1,019,000 after acquiring an additional 122 shares during the last quarter. Guidance Point Advisors LLC grew its stake in iShares Russell Mid-Cap ETF by 2.9% during the 2nd quarter. Guidance Point Advisors LLC now owns 4,365 shares of the company’s stock worth $354,000 after buying an additional 123 shares during the last quarter. Sage Mountain Advisors LLC raised its position in shares of iShares Russell Mid-Cap ETF by 50.9% in the 2nd quarter. Sage Mountain Advisors LLC now owns 403 shares of the company’s stock valued at $33,000 after purchasing an additional 136 shares during the last quarter. Finally, Advisory Resource Group lifted its stake in shares of iShares Russell Mid-Cap ETF by 2.4% during the first quarter. Advisory Resource Group now owns 5,949 shares of the company’s stock worth $500,000 after buying an additional 138 shares during the period.

iShares Russell Mid-Cap ETF Price Performance

NYSEARCA:IWR opened at $92.63 on Friday. The company’s fifty day moving average price is $87.77 and its 200-day moving average price is $84.23. The firm has a market capitalization of $38.27 billion, a P/E ratio of 20.27 and a beta of 1.02. iShares Russell Mid-Cap ETF has a 1-year low of $67.59 and a 1-year high of $92.77.

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.