iShares Russell Mid-Cap ETF $IWR Shares Acquired by Ullmann Wealth Partners Group LLC

Ullmann Wealth Partners Group LLC boosted its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 13.6% in the third quarter, Holdings Channel.com reports. The firm owned 155,874 shares of the company’s stock after acquiring an additional 18,688 shares during the quarter. iShares Russell Mid-Cap ETF makes up about 1.6% of Ullmann Wealth Partners Group LLC’s holdings, making the stock its 13th largest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Russell Mid-Cap ETF were worth $15,050,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in IWR. Jones Financial Companies Lllp raised its stake in shares of iShares Russell Mid-Cap ETF by 6.9% during the 1st quarter. Jones Financial Companies Lllp now owns 66,497,354 shares of the company’s stock worth $5,628,396,000 after buying an additional 4,290,076 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in shares of iShares Russell Mid-Cap ETF by 23.5% in the second quarter. Bank of New York Mellon Corp now owns 9,899,322 shares of the company’s stock valued at $910,441,000 after buying an additional 1,880,984 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in iShares Russell Mid-Cap ETF by 4.4% during the second quarter. Ameriprise Financial Inc. now owns 3,540,276 shares of the company’s stock worth $331,052,000 after acquiring an additional 147,857 shares during the period. Raymond James Financial Inc. raised its position in iShares Russell Mid-Cap ETF by 1.1% in the second quarter. Raymond James Financial Inc. now owns 2,709,795 shares of the company’s stock worth $249,220,000 after acquiring an additional 28,792 shares in the last quarter. Finally, Johnson Investment Counsel Inc. raised its position in iShares Russell Mid-Cap ETF by 1.1% in the second quarter. Johnson Investment Counsel Inc. now owns 2,614,856 shares of the company’s stock worth $240,488,000 after acquiring an additional 29,418 shares in the last quarter. Hedge funds and other institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA IWR opened at $97.84 on Monday. iShares Russell Mid-Cap ETF has a one year low of $73.17 and a one year high of $99.12. The firm has a market capitalization of $45.89 billion, a P/E ratio of 21.00 and a beta of 1.06. The company’s fifty day moving average is $96.13 and its two-hundred day moving average is $94.98.

iShares Russell Mid-Cap ETF 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.