Circle Wealth Management LLC Purchases New Shares in iShares Russell Mid-Cap ETF $IWR

Circle Wealth Management LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 9,240 shares of the company’s stock, valued at approximately $892,000.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in iShares Russell Mid-Cap ETF by 4.2% in the 4th quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock valued at $9,240,000 after buying an additional 4,189 shares during the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of iShares Russell Mid-Cap ETF in the 4th quarter worth approximately $323,000. Vise Technologies Inc. purchased a new position in shares of iShares Russell Mid-Cap ETF in the 2nd quarter worth approximately $249,000. Good Life Advisors LLC grew its holdings in shares of iShares Russell Mid-Cap ETF by 35.0% in the second quarter. Good Life Advisors LLC now owns 5,507 shares of the company’s stock valued at $506,000 after acquiring an additional 1,428 shares in the last quarter. Finally, Clearstead Trust LLC increased its position in shares of iShares Russell Mid-Cap ETF by 398.0% during the second quarter. Clearstead Trust LLC now owns 996 shares of the company’s stock valued at $92,000 after acquiring an additional 796 shares during the last quarter. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Trading Down 0.1%

Shares of IWR opened at $97.08 on Friday. The stock has a 50 day moving average of $100.69 and a 200 day moving average of $97.77. The company has a market capitalization of $46.43 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $103.53.

iShares Russell Mid-Cap ETF 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.