Chapin Davis Inc. Boosts Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Chapin Davis Inc. boosted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,461 shares of the company’s stock after acquiring an additional 856 shares during the quarter. iShares Russell Mid-Cap ETF accounts for about 1.0% of Chapin Davis Inc.’s investment portfolio, making the stock its 22nd largest position. Chapin Davis Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $3,037,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Paladin Advisory Group LLC purchased a new position in shares of iShares Russell Mid-Cap ETF in the second quarter worth about $27,000. Future Financial Wealth Managment LLC purchased a new position in iShares Russell Mid-Cap ETF in the 1st quarter worth approximately $29,000. Financial Synergies Wealth Advisors Inc. lifted its position in iShares Russell Mid-Cap ETF by 120.9% in the first quarter. Financial Synergies Wealth Advisors Inc. now owns 380 shares of the company’s stock valued at $32,000 after purchasing an additional 208 shares during the last quarter. Sage Mountain Advisors LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 50.9% during the second 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 period. Finally, Scarborough Advisors LLC bought a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter worth approximately $40,000.

iShares Russell Mid-Cap ETF Stock Down 0.7 %

NYSEARCA:IWR opened at $87.30 on Tuesday. The firm has a market capitalization of $36.06 billion, a P/E ratio of 20.27 and a beta of 1.02. The company has a fifty day moving average of $85.18 and a 200 day moving average of $82.99. iShares Russell Mid-Cap ETF has a 52 week low of $64.66 and a 52 week high of $88.53.

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.