Mason & Associates LLC Trims Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Mason & Associates LLC lessened its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 4.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,256 shares of the company’s stock after selling 628 shares during the quarter. iShares Russell Mid-Cap ETF accounts for 0.3% of Mason & Associates LLC’s portfolio, making the stock its 17th largest position. Mason & Associates LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,083,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in IWR. MidWestOne Financial Group Inc. grew its position in iShares Russell Mid-Cap ETF by 5.0% in the 2nd quarter. MidWestOne Financial Group Inc. now owns 18,026 shares of the company’s stock valued at $1,462,000 after acquiring an additional 862 shares during the last quarter. Tanglewood Legacy Advisors LLC grew its holdings in shares of iShares Russell Mid-Cap ETF by 2.7% in the third 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. purchased a new position in iShares Russell Mid-Cap ETF in the 3rd quarter worth about $217,000. Keystone Wealth Services LLC bought a new stake in iShares Russell Mid-Cap ETF during the 3rd quarter valued at about $216,000. Finally, Moss Adams Wealth Advisors LLC boosted its position in iShares Russell Mid-Cap ETF by 21.0% in the 3rd quarter. Moss Adams Wealth Advisors LLC now owns 7,038 shares of the company’s stock valued at $620,000 after buying an additional 1,223 shares during the period.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IWR opened at $91.60 on Friday. The firm’s 50 day simple moving average is $91.58 and its 200-day simple moving average is $87.66. iShares Russell Mid-Cap ETF has a one year low of $75.15 and a one year high of $96.00. The firm has a market cap of $37.84 billion, a PE ratio of 20.27 and a beta of 1.02.

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.