Obermeyer Wealth Partners purchased a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 7,963 shares of the company’s stock, valued at approximately $850,000.
Other institutional investors and hedge funds also recently modified their holdings of the company. Steph & Co. acquired a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter valued at $11,870,000. Whitener Capital Management Inc. grew its stake in shares of iShares Russell Mid-Cap ETF by 120.5% during the 2nd quarter. Whitener Capital Management Inc. now owns 9,199 shares of the company’s stock valued at $1,015,000 after buying an additional 5,027 shares during the period. Montgomery Financial Services LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF during the 2nd quarter valued at $1,670,000. Waverly Advisors LLC grew its stake in shares of iShares Russell Mid-Cap ETF by 8.0% during the 2nd quarter. Waverly Advisors LLC now owns 1,187,415 shares of the company’s stock valued at $130,996,000 after buying an additional 88,462 shares during the period. Finally, Integrated Wealth Concepts LLC increased its holdings in shares of iShares Russell Mid-Cap ETF by 25.9% during the 2nd quarter. Integrated Wealth Concepts LLC now owns 53,956 shares of the company’s stock worth $5,952,000 after buying an additional 11,107 shares during the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.
iShares Russell Mid-Cap ETF Stock Up 0.5%
IWR stock opened at $110.17 on Thursday. The company has a market cap of $57.17 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00. The business has a fifty day simple moving average of $110.25 and a 200-day simple moving average of $108.22. iShares Russell Mid-Cap ETF has a 52 week low of $91.64 and a 52 week high of $114.97.
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.
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