WCG Wealth Advisors LLC bought a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 10,918 shares of the company’s stock, valued at approximately $1,051,000.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Piscataqua Savings Bank lifted its stake in iShares Russell Mid-Cap ETF by 11.1% in the fourth quarter. Piscataqua Savings Bank now owns 1,000 shares of the company’s stock valued at $96,000 after acquiring an additional 100 shares during the last quarter. Objectivity Squared LLC lifted its stake in iShares Russell Mid-Cap ETF by 3.7% in the third quarter. Objectivity Squared LLC now owns 3,304 shares of the company’s stock valued at $319,000 after acquiring an additional 117 shares during the last quarter. Advisor OS LLC lifted its stake in iShares Russell Mid-Cap ETF by 1.8% in the third quarter. Advisor OS LLC now owns 6,854 shares of the company’s stock valued at $662,000 after acquiring an additional 118 shares during the last quarter. Rossby Financial LCC lifted its stake in iShares Russell Mid-Cap ETF by 14.3% in the third quarter. Rossby Financial LCC now owns 997 shares of the company’s stock valued at $96,000 after acquiring an additional 125 shares during the last quarter. Finally, Welch Group LLC lifted its stake in iShares Russell Mid-Cap ETF by 5.4% in the fourth quarter. Welch Group LLC now owns 2,447 shares of the company’s stock valued at $236,000 after acquiring an additional 126 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 Down 2.1%
NYSEARCA:IWR opened at $106.21 on Friday. iShares Russell Mid-Cap ETF has a 12 month low of $88.83 and a 12 month high of $108.65. The firm has a market cap of $53.42 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00. The company’s 50 day moving average is $103.32 and its 200-day moving average is $100.38.
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.
See Also
- Five stocks we like better than iShares Russell Mid-Cap ETF
- Samsara Just Answered The AI Question—Is Wall Street Ready To Listen?
- IREN’s 800MW Bet Flips the AI Power Switch
- CrowdStrike Earnings Beat Sparks Selloff—Buy the Dip?
- Tesla’s EV Rebound Leaves Rivian and Lucid Facing a Tougher Investor Test
Want to see what other hedge funds are holding IWR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report).
Receive News & Ratings for iShares Russell Mid-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell Mid-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
