NBW Capital LLC Trims Stock Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

NBW Capital LLC cut its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 30.4% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,671 shares of the company’s stock after selling 1,164 shares during the quarter. NBW Capital LLC’s holdings in iShares Russell Mid-Cap ETF were worth $225,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. LifeSteps Financial Inc. acquired a new stake in iShares Russell Mid-Cap ETF during the first quarter valued at approximately $25,000. Future Financial Wealth Managment LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the 1st quarter valued at about $29,000. Aspire Private Capital LLC bought a new stake in shares of iShares Russell Mid-Cap ETF during the 4th quarter valued at about $27,000. Financial Synergies Wealth Advisors Inc. raised its stake in iShares Russell Mid-Cap ETF by 120.9% during the first quarter. Financial Synergies Wealth Advisors Inc. now owns 380 shares of the company’s stock worth $32,000 after acquiring an additional 208 shares during the period. Finally, Criterion Capital Advisors LLC acquired a new position in iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $32,000.

iShares Russell Mid-Cap ETF Stock Performance

Shares of iShares Russell Mid-Cap ETF stock traded down $1.74 during trading on Friday, hitting $81.96. 1,959,612 shares of the stock were exchanged, compared to its average volume of 1,281,216. The stock has a market cap of $33.86 billion, a PE ratio of 20.27 and a beta of 1.02. The stock’s fifty day moving average is $82.04 and its 200 day moving average is $81.08. iShares Russell Mid-Cap ETF has a 12 month low of $64.66 and a 12 month high of $85.86.

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.