S&CO Inc. Makes New Investment in iShares Russell Mid-Cap ETF $IWR

S&CO Inc. acquired a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the second quarter, Holdings Channel reports. The firm acquired 8,344 shares of the company’s stock, valued at approximately $920,000.

Several other large investors also recently modified their holdings of the stock. Roxbury Financial LLC lifted its position in shares of iShares Russell Mid-Cap ETF by 12.3% during the 2nd quarter. Roxbury Financial LLC now owns 893 shares of the company’s stock worth $99,000 after buying an additional 98 shares during the period. Asset Management Group Inc. grew its position in iShares Russell Mid-Cap ETF by 0.3% in the first quarter. Asset Management Group Inc. now owns 39,600 shares of the company’s stock valued at $3,850,000 after acquiring an additional 102 shares during the period. Axis Wealth Partners LLC grew its position in iShares Russell Mid-Cap ETF by 1.7% in the first quarter. Axis Wealth Partners LLC now owns 6,282 shares of the company’s stock valued at $611,000 after acquiring an additional 108 shares during the period. Farmers National Bank raised its stake in iShares Russell Mid-Cap ETF by 0.6% during the first quarter. Farmers National Bank now owns 20,278 shares of the company’s stock worth $1,972,000 after acquiring an additional 118 shares in the last quarter. Finally, Walled Lake Planning & Wealth Management LLC raised its stake in iShares Russell Mid-Cap ETF by 1.6% during the fourth quarter. Walled Lake Planning & Wealth Management LLC now owns 7,751 shares of the company’s stock worth $746,000 after acquiring an additional 119 shares in the last quarter. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA IWR opened at $114.82 on Friday. The stock has a market cap of $58.24 billion, a PE ratio of 21.00 and a beta of 1.00. The business has a fifty day moving average of $109.98 and a two-hundred day moving average of $104.74. iShares Russell Mid-Cap ETF has a 52-week low of $91.64 and a 52-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.