Ullmann Wealth Partners Group LLC Trims Stock Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Ullmann Wealth Partners Group LLC lowered its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,534 shares of the company’s stock after selling 2,485 shares during the period. iShares Russell Mid-Cap ETF accounts for approximately 1.2% of Ullmann Wealth Partners Group LLC’s portfolio, making the stock its 16th largest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell Mid-Cap ETF were worth $9,064,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Stratos Wealth Advisors LLC boosted its holdings 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 valued at $1,959,000 after purchasing an additional 112 shares during the period. Meridian Financial Partners LLC grew its position in iShares Russell Mid-Cap ETF by 0.5% during the fourth quarter. Meridian Financial Partners LLC now owns 23,482 shares of the company’s stock worth $2,076,000 after buying an additional 116 shares in the last quarter. Sunbelt Securities Inc. raised its holdings in shares of iShares Russell Mid-Cap ETF by 1.0% in the 3rd quarter. Sunbelt Securities Inc. now owns 12,618 shares of the company’s stock valued at $1,112,000 after acquiring an additional 121 shares in the last quarter. Associated Banc Corp grew its holdings in shares of iShares Russell Mid-Cap ETF by 3.8% during the third quarter. Associated Banc Corp now owns 3,427 shares of the company’s stock worth $302,000 after purchasing an additional 126 shares in the last quarter. Finally, Tranquility Partners LLC increased its position in shares of iShares Russell Mid-Cap ETF by 2.0% in the third quarter. Tranquility Partners LLC now owns 6,624 shares of the company’s stock worth $584,000 after purchasing an additional 132 shares during the last quarter.

iShares Russell Mid-Cap ETF Price Performance

Shares of iShares Russell Mid-Cap ETF stock opened at $91.11 on Friday. iShares Russell Mid-Cap ETF has a 1 year low of $75.00 and a 1 year high of $96.00. The firm has a market cap of $37.64 billion, a PE ratio of 20.27 and a beta of 1.02. The company has a 50 day simple moving average of $91.60 and a two-hundred day simple moving average of $87.64.

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.