Lyell Wealth Management LP Has $1.22 Million Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Lyell Wealth Management LP decreased its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 4.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,767 shares of the company’s stock after selling 600 shares during the period. Lyell Wealth Management LP’s holdings in iShares Russell Mid-Cap ETF were worth $1,217,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in IWR. Newbridge Financial Services Group Inc. acquired a new position in shares of iShares Russell Mid-Cap ETF in the 4th quarter valued at about $25,000. Roxbury Financial LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the 4th quarter valued at about $25,000. Legacy Investment Solutions LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter valued at about $26,000. First Pacific Financial acquired a new position in shares of iShares Russell Mid-Cap ETF in the 4th quarter valued at about $27,000. Finally, Hoese & Co LLP acquired a new position in iShares Russell Mid-Cap ETF in the fourth quarter worth approximately $32,000.

iShares Russell Mid-Cap ETF Stock Performance

NYSEARCA:IWR opened at $92.93 on Wednesday. The stock’s 50 day moving average price is $90.87 and its 200 day moving average price is $89.17. iShares Russell Mid-Cap ETF has a 52 week low of $78.36 and a 52 week high of $96.00. The company has a market capitalization of $40.45 billion, a P/E ratio of 21.79 and a beta of 1.12.

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.