iShares Russell Mid-Cap ETF $IWR Shares Sold by Triumph Capital Management

Triumph Capital Management trimmed its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 26.8% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 43,905 shares of the company’s stock after selling 16,097 shares during the period. iShares Russell Mid-Cap ETF comprises approximately 0.9% of Triumph Capital Management’s investment portfolio, making the stock its 27th biggest position. Triumph Capital Management’s holdings in iShares Russell Mid-Cap ETF were worth $4,844,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Midwest Trust Co lifted its holdings in shares of iShares Russell Mid-Cap ETF by 7.0% during the fourth quarter. Midwest Trust Co now owns 81,049 shares of the company’s stock valued at $7,803,000 after purchasing an additional 5,305 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in iShares Russell Mid-Cap ETF by 7.6% during the 4th quarter. Bank of New York Mellon Corp now owns 10,779,440 shares of the company’s stock worth $1,037,737,000 after buying an additional 756,994 shares during the period. Three Bridge Wealth Advisors LLC lifted its stake in iShares Russell Mid-Cap ETF by 4.4% during the fourth quarter. Three Bridge Wealth Advisors LLC now owns 136,318 shares of the company’s stock valued at $13,123,000 after buying an additional 5,756 shares in the last quarter. Atlantic Union Bankshares Corp lifted its stake in iShares Russell Mid-Cap ETF by 1.6% during the fourth quarter. Atlantic Union Bankshares Corp now owns 891,214 shares of the company’s stock valued at $85,797,000 after buying an additional 13,680 shares in the last quarter. Finally, LJI Wealth Management LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF by 13.2% in the fourth quarter. LJI Wealth Management LLC now owns 181,266 shares of the company’s stock worth $17,450,000 after buying an additional 21,187 shares during the period. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

iShares Russell Mid-Cap ETF stock opened at $111.68 on Tuesday. The firm’s 50 day simple moving average is $111.11 and its 200-day simple moving average is $105.75. The company has a market cap of $56.64 billion, a P/E ratio of 21.00 and a beta of 1.00. iShares Russell Mid-Cap ETF has a fifty-two week low of $91.64 and a fifty-two week high of $114.97.

iShares Russell Mid-Cap ETF Company 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. The Index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000 Index. The Index includes equity securities issued by issuers, which range in size between approximately $1.7 billion and $12 billion, though these amounts may change from time to time.