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

Shelton Wealth Management LLC reduced its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 7.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 67,129 shares of the company’s stock after selling 5,481 shares during the period. iShares Russell Mid-Cap ETF comprises 3.1% of Shelton Wealth Management LLC’s holdings, making the stock its 7th largest 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 institutional investors have also modified their holdings of the company. JPMorgan Chase & Co. grew its position in shares of iShares Russell Mid-Cap ETF by 2.9% in the third quarter. JPMorgan Chase & Co. now owns 7,059,914 shares of the company’s stock valued at $622,261,000 after purchasing an additional 198,719 shares in the last quarter. FMR LLC lifted its holdings in iShares Russell Mid-Cap ETF by 2.2% in the third quarter. FMR LLC now owns 2,872,877 shares of the company’s stock valued at $253,215,000 after acquiring an additional 63,048 shares during the last quarter. Raymond James & Associates raised its position in iShares Russell Mid-Cap ETF by 2.6% in the third quarter. Raymond James & Associates now owns 1,454,215 shares of the company’s stock valued at $128,175,000 after purchasing an additional 36,255 shares during the period. Cetera Investment Advisers grew its holdings in shares of iShares Russell Mid-Cap ETF by 2.2% during the 2nd quarter. Cetera Investment Advisers now owns 1,219,350 shares of the company’s stock worth $98,865,000 after purchasing an additional 26,578 shares during the period. Finally, Oakworth Capital Inc. raised its holdings in iShares Russell Mid-Cap ETF by 1.2% in the 3rd quarter. Oakworth Capital Inc. now owns 1,092,885 shares of the company’s stock valued at $96,327,000 after buying an additional 13,188 shares during the period.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR stock opened at $91.60 on Friday. iShares Russell Mid-Cap ETF has a one year low of $75.15 and a one year high of $96.00. The firm’s 50 day moving average price is $91.58 and its 200-day moving average price is $87.66. The firm has a market cap of $37.84 billion, a P/E 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.