Simplicity Wealth LLC Grows Stock Holdings in iShares Russell Mid-Cap ETF $IWR

Simplicity Wealth LLC grew its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 10.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,785 shares of the company’s stock after purchasing an additional 1,249 shares during the period. Simplicity Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,268,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of IWR. Patton Fund Management Inc. boosted its stake in iShares Russell Mid-Cap ETF by 2.3% in the second quarter. Patton Fund Management Inc. now owns 165,655 shares of the company’s stock worth $15,235,000 after buying an additional 3,707 shares in the last quarter. Kendall Capital Management bought a new stake in shares of iShares Russell Mid-Cap ETF in the 2nd quarter worth approximately $533,000. Headlands Technologies LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF in the 1st quarter valued at $44,000. American National Bank & Trust grew its holdings in shares of iShares Russell Mid-Cap ETF by 7.0% during the 2nd quarter. American National Bank & Trust now owns 9,217 shares of the company’s stock valued at $848,000 after purchasing an additional 600 shares during the last quarter. Finally, Beacon Capital Management LLC raised its position in iShares Russell Mid-Cap ETF by 10.9% in the 2nd quarter. Beacon Capital Management LLC now owns 2,244 shares of the company’s stock worth $206,000 after purchasing an additional 220 shares during the period. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Stock Up 0.1%

NYSEARCA IWR opened at $97.30 on Tuesday. The company has a 50-day simple moving average of $95.40 and a two-hundred day simple moving average of $90.42. iShares Russell Mid-Cap ETF has a 12-month low of $73.17 and a 12-month high of $97.80. The firm has a market cap of $45.29 billion, a price-to-earnings ratio of 21.00 and a beta of 1.09.

About iShares Russell Mid-Cap ETF

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.