10,449 Shares in iShares Russell Mid-Cap Growth ETF $IWP Bought by Montgomery Financial Services LLC

Montgomery Financial Services LLC purchased a new stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 10,449 shares of the company’s stock, valued at approximately $1,439,000. iShares Russell Mid-Cap Growth ETF accounts for approximately 1.2% of Montgomery Financial Services LLC’s holdings, making the stock its 10th biggest holding.

Several other large investors also recently made changes to their positions in IWP. Bryn Mawr Trust Advisors LLC grew its stake in shares of iShares Russell Mid-Cap Growth ETF by 190.4% during the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 14,812 shares of the company’s stock worth $1,898,000 after acquiring an additional 9,712 shares in the last quarter. Whitaker Myers Wealth Managers LTD. raised its holdings in shares of iShares Russell Mid-Cap Growth ETF by 7.8% in the second quarter. Whitaker Myers Wealth Managers LTD. now owns 154,430 shares of the company’s stock valued at $22,610,000 after purchasing an additional 11,127 shares during the last quarter. BIP Wealth LLC acquired a new stake in shares of iShares Russell Mid-Cap Growth ETF in the second quarter valued at approximately $823,000. Kintra Wealth LLC lifted its position in shares of iShares Russell Mid-Cap Growth ETF by 19.3% in the second quarter. Kintra Wealth LLC now owns 40,475 shares of the company’s stock worth $5,954,000 after purchasing an additional 6,547 shares in the last quarter. Finally, Corient Private Wealth LP lifted its position in shares of iShares Russell Mid-Cap Growth ETF by 17.3% in the second quarter. Corient Private Wealth LP now owns 163,106 shares of the company’s stock worth $23,881,000 after purchasing an additional 24,099 shares in the last quarter. Institutional investors own 74.49% of the company’s stock.

iShares Russell Mid-Cap Growth ETF Trading Up 0.9%

Shares of IWP opened at $124.01 on Friday. iShares Russell Mid-Cap Growth ETF has a 12 month low of $122.40 and a 12 month high of $148.29. The firm has a fifty day simple moving average of $136.98 and a 200 day simple moving average of $137.48. The stock has a market capitalization of $17.40 billion, a price-to-earnings ratio of 27.78 and a beta of 1.13.

iShares Russell Mid-Cap Growth ETF Profile

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index). The Index measures the performance of the mid-capitalization growth sector of the United States equity market. It is a subset of the Russell Midcap Index and measures the performance of equity securities of Russell Midcap Index issuers with relatively higher price-to-book ratios and higher forecasted growth.