Simplicity Wealth LLC lifted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 61.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,172 shares of the company’s stock after purchasing an additional 9,224 shares during the period. Simplicity Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,579,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also recently modified their holdings of the company. NFSG Corp boosted its position in iShares Russell Mid-Cap ETF by 93.1% during the first quarter. NFSG Corp now owns 280 shares of the company’s stock worth $27,000 after purchasing an additional 135 shares in the last quarter. Frazier Financial Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF in the first quarter valued at approximately $31,000. Tucker Asset Management LLC increased its position in shares of iShares Russell Mid-Cap ETF by 234.6% in the second quarter. Tucker Asset Management LLC now owns 358 shares of the company’s stock valued at $39,000 after buying an additional 251 shares in the last quarter. Scarborough Advisors LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF in the first quarter valued at approximately $38,000. Finally, Physician Wealth Advisors Inc. increased its position in shares of iShares Russell Mid-Cap ETF by 1,828.6% in the third quarter. Physician Wealth Advisors Inc. now owns 405 shares of the company’s stock valued at $43,000 after buying an additional 384 shares in the last quarter. Hedge funds and other institutional investors own 80.16% of the company’s stock.
iShares Russell Mid-Cap ETF Price Performance
Shares of IWR stock opened at $109.47 on Monday. The company has a market cap of $56.91 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00. The stock has a 50 day simple moving average of $110.04 and a 200-day simple moving average of $108.38. iShares Russell Mid-Cap ETF has a 1-year low of $91.64 and a 1-year 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.
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