iShares Russell Mid-Cap ETF (NYSEARCA:IWR) is Three Bridge Wealth Advisors LLC’s 6th Largest Position

Three Bridge Wealth Advisors LLC increased its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 125,329 shares of the company’s stock after purchasing an additional 16,216 shares during the period. iShares Russell Mid-Cap ETF accounts for 3.9% of Three Bridge Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest holding. Three Bridge Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $11,079,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. JPMorgan Chase & Co. grew its stake in shares of iShares Russell Mid-Cap ETF by 2.9% in the 3rd 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 during the last quarter. FMR LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 2.2% during the third quarter. FMR LLC now owns 2,872,877 shares of the company’s stock worth $253,215,000 after purchasing an additional 63,048 shares during the period. Raymond James & Associates grew its position in iShares Russell Mid-Cap ETF by 2.6% in the 3rd quarter. Raymond James & Associates now owns 1,454,215 shares of the company’s stock valued at $128,175,000 after buying an additional 36,255 shares during the last quarter. Oakworth Capital Inc. increased its stake in iShares Russell Mid-Cap ETF by 1.9% in the 4th quarter. Oakworth Capital Inc. now owns 1,113,122 shares of the company’s stock valued at $98,400,000 after buying an additional 20,237 shares during the period. Finally, Synovus Financial Corp raised its position in iShares Russell Mid-Cap ETF by 0.5% during the 3rd quarter. Synovus Financial Corp now owns 1,041,917 shares of the company’s stock worth $91,835,000 after buying an additional 5,247 shares during the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

IWR stock opened at $91.39 on Thursday. The stock has a market capitalization of $37.75 billion, a PE ratio of 20.27 and a beta of 1.02. The company has a fifty day moving average of $91.08 and a 200-day moving average of $88.96. iShares Russell Mid-Cap ETF has a one year low of $77.04 and a one year high of $96.00.

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.