Marcum Wealth LLC Has $846,000 Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Marcum Wealth LLC lowered its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 9.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,596 shares of the company’s stock after selling 946 shares during the quarter. Marcum Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $846,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of IWR. Paladin Advisory Group LLC bought a new position in iShares Russell Mid-Cap ETF in the second quarter valued at approximately $27,000. Future Financial Wealth Managment LLC bought a new stake in shares of iShares Russell Mid-Cap ETF during the 1st quarter worth $29,000. Financial Synergies Wealth Advisors Inc. boosted its stake in shares of iShares Russell Mid-Cap ETF by 120.9% in the 1st 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 in the last quarter. Sage Mountain Advisors LLC grew 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 worth $33,000 after buying an additional 136 shares during the last quarter. Finally, Scarborough Advisors LLC bought a new position in iShares Russell Mid-Cap ETF in the fourth quarter valued at about $40,000.

iShares Russell Mid-Cap ETF Price Performance

Shares of IWR stock opened at $88.11 on Thursday. The stock has a market capitalization of $36.40 billion, a PE ratio of 20.27 and a beta of 1.02. The business’s 50 day simple moving average is $85.30 and its 200 day simple moving average is $83.06. iShares Russell Mid-Cap ETF has a one year low of $64.66 and a one year 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.