iShares Russell Mid-Cap ETF $IWR Shares Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC lifted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 61.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,172 shares of the company’s stock after purchasing an additional 9,224 shares during the period. Simplicity Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,579,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Steph & Co. acquired a new stake in shares of iShares Russell Mid-Cap ETF in the 3rd quarter worth $11,870,000. Whitener Capital Management Inc. raised its holdings in shares of iShares Russell Mid-Cap ETF by 120.5% during the 2nd quarter. Whitener Capital Management Inc. now owns 9,199 shares of the company’s stock worth $1,015,000 after acquiring an additional 5,027 shares during the period. Montgomery Financial Services LLC purchased a new position in shares of iShares Russell Mid-Cap ETF during the 2nd quarter worth $1,670,000. Waverly Advisors LLC raised its holdings in shares of iShares Russell Mid-Cap ETF by 8.0% during the 2nd quarter. Waverly Advisors LLC now owns 1,187,415 shares of the company’s stock worth $130,996,000 after acquiring an additional 88,462 shares during the period. Finally, Northwest Wealth Advisors LLC boosted its position in shares of iShares Russell Mid-Cap ETF by 13.2% during the 1st quarter. Northwest Wealth Advisors LLC now owns 38,872 shares of the company’s stock valued at $3,780,000 after acquiring an additional 4,545 shares during the last quarter. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR stock opened at $109.47 on Monday. iShares Russell Mid-Cap ETF has a twelve month low of $91.64 and a twelve month high of $114.97. The company’s 50-day moving average price is $110.04 and its 200-day moving average price is $108.38. The stock has a market cap of $56.91 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00.

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. 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.