Continuum Advisory LLC Increases Stake in iShares Russell Mid-Cap ETF $IWR

Continuum Advisory LLC raised its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 45.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,365 shares of the company’s stock after buying an additional 8,819 shares during the quarter. Continuum Advisory LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,731,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the stock. Crescent Grove Advisors LLC grew its holdings in iShares Russell Mid-Cap ETF by 6.6% during the 4th quarter. Crescent Grove Advisors LLC now owns 21,781 shares of the company’s stock valued at $2,097,000 after buying an additional 1,357 shares in the last quarter. REAP Financial Group LLC grew its holdings in shares of iShares Russell Mid-Cap ETF by 29,640.0% in the fourth quarter. REAP Financial Group LLC now owns 1,487 shares of the company’s stock valued at $143,000 after purchasing an additional 1,482 shares in the last quarter. Private Wealth Asset Management LLC grew its holdings in shares of iShares Russell Mid-Cap ETF by 0.6% in the fourth quarter. Private Wealth Asset Management LLC now owns 141,072 shares of the company’s stock valued at $13,581,000 after purchasing an additional 847 shares in the last quarter. WCG Wealth Advisors LLC purchased a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at $1,051,000. Finally, Nvest Financial LLC grew its holdings in shares of iShares Russell Mid-Cap ETF by 26.8% in the fourth quarter. Nvest Financial LLC now owns 21,195 shares of the company’s stock valued at $2,040,000 after purchasing an additional 4,486 shares in the last quarter. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Performance

IWR stock opened at $108.51 on Friday. The firm has a fifty day moving average price of $103.16 and a 200 day moving average price of $100.33. iShares Russell Mid-Cap ETF has a fifty-two week low of $88.83 and a fifty-two week high of $108.65. The firm has a market cap of $54.58 billion, a PE ratio of 21.00 and a beta of 1.00.

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.