iShares Russell Mid-Cap ETF (NYSEARCA:IWR) is Shelton Wealth Management LLC’s 7th Largest Position

Shelton Wealth Management LLC decreased its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 7.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 67,129 shares of the company’s stock after selling 5,481 shares during the quarter. iShares Russell Mid-Cap ETF makes up approximately 3.1% of Shelton Wealth Management LLC’s portfolio, making the stock its 7th biggest position. Shelton Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $5,934,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. MidWestOne Financial Group Inc. grew its position in shares of iShares Russell Mid-Cap ETF by 5.0% during the second quarter. MidWestOne Financial Group Inc. now owns 18,026 shares of the company’s stock worth $1,462,000 after acquiring an additional 862 shares during the last quarter. Tanglewood Legacy Advisors LLC grew its position in iShares Russell Mid-Cap ETF by 2.7% during the 3rd quarter. Tanglewood Legacy Advisors LLC now owns 82,522 shares of the company’s stock worth $7,274,000 after purchasing an additional 2,135 shares during the last quarter. Monterey Private Wealth Inc. acquired a new stake in shares of iShares Russell Mid-Cap ETF during the third quarter worth about $217,000. Keystone Wealth Services LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF during the third quarter worth approximately $216,000. Finally, Moss Adams Wealth Advisors LLC raised its holdings in iShares Russell Mid-Cap ETF by 21.0% during the third quarter. Moss Adams Wealth Advisors LLC now owns 7,038 shares of the company’s stock worth $620,000 after purchasing an additional 1,223 shares in the last quarter.

iShares Russell Mid-Cap ETF Stock Up 0.5 %

Shares of IWR opened at $91.60 on Friday. The company has a 50-day simple moving average of $91.58 and a 200-day simple moving average of $87.66. iShares Russell Mid-Cap ETF has a 52-week low of $75.15 and a 52-week high of $96.00. The company has a market capitalization of $37.84 billion, a PE ratio of 20.27 and a beta of 1.02.

About iShares Russell Mid-Cap ETF

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.