Lyell Wealth Management LP Decreases Stock Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Lyell Wealth Management LP cut its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.7% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 14,367 shares of the company’s stock after selling 400 shares during the period. Lyell Wealth Management LP’s holdings in iShares Russell Mid-Cap ETF were worth $1,165,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Klingman & Associates LLC grew its holdings in iShares Russell Mid-Cap ETF by 1.0% in the 2nd quarter. Klingman & Associates LLC now owns 12,564 shares of the company’s stock worth $1,019,000 after acquiring an additional 122 shares during the last quarter. Guidance Point Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF by 2.9% during the second quarter. Guidance Point Advisors LLC now owns 4,365 shares of the company’s stock worth $354,000 after purchasing an additional 123 shares during the period. Center for Financial Planning Inc. grew its stake in shares of iShares Russell Mid-Cap ETF by 1.5% in the first quarter. Center for Financial Planning Inc. now owns 8,433 shares of the company’s stock worth $709,000 after purchasing an additional 127 shares during the last quarter. WestHill Financial Advisors Inc. increased its holdings in iShares Russell Mid-Cap ETF by 0.8% during the 1st quarter. WestHill Financial Advisors Inc. now owns 15,961 shares of the company’s stock valued at $1,342,000 after purchasing an additional 132 shares during the period. Finally, Sage Mountain Advisors LLC raised its position in iShares Russell Mid-Cap ETF by 50.9% during the 2nd quarter. Sage Mountain Advisors LLC now owns 403 shares of the company’s stock valued at $33,000 after purchasing an additional 136 shares during the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

NYSEARCA IWR opened at $86.06 on Friday. The stock has a market cap of $35.55 billion, a P/E ratio of 20.27 and a beta of 1.02. iShares Russell Mid-Cap ETF has a fifty-two week low of $64.66 and a fifty-two week high of $86.91. The stock has a 50 day simple moving average of $83.87 and a two-hundred day simple moving average of $82.37.

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.