iShares Russell Mid-Cap ETF $IWR Stock Bought by LJI Wealth Management LLC

LJI Wealth Management LLC increased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 198,047 shares of the company’s stock after purchasing an additional 5,460 shares during the quarter. iShares Russell Mid-Cap ETF makes up about 3.0% of LJI Wealth Management LLC’s holdings, making the stock its 7th biggest position. LJI Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $21,134,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in IWR. Baird Financial Group Inc. boosted its stake in iShares Russell Mid-Cap ETF by 18.8% in the second quarter. Baird Financial Group Inc. now owns 10,660,298 shares of the company’s stock valued at $1,176,044,000 after acquiring an additional 1,690,390 shares during the last quarter. Oakworth Capital Inc. bought a new position in iShares Russell Mid-Cap ETF during the third quarter valued at $132,849,000. Performa Ltd US LLC grew its holdings in iShares Russell Mid-Cap ETF by 465.1% during the second quarter. Performa Ltd US LLC now owns 1,124,020 shares of the company’s stock valued at $124,002,000 after purchasing an additional 925,119 shares during the period. Fifth Third Bancorp increased its position in iShares Russell Mid-Cap ETF by 25.7% in the first quarter. Fifth Third Bancorp now owns 2,547,979 shares of the company’s stock worth $247,740,000 after buying an additional 521,709 shares during the last quarter. Finally, Albion Financial Group UT purchased a new stake in iShares Russell Mid-Cap ETF in the third quarter worth $51,057,000. 80.16% of the stock is owned by institutional investors.

iShares Russell Mid-Cap ETF Trading Down 1.4%

Shares of IWR stock opened at $110.03 on Friday. The stock has a market capitalization of $57.27 billion, a P/E ratio of 21.00 and a beta of 1.00. The firm’s 50 day moving average is $109.79 and its 200 day moving average is $106.00. iShares Russell Mid-Cap ETF has a 12 month low of $91.64 and a 12 month 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.