iShares Russell Mid-Cap ETF $IWR Holdings Raised by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC boosted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 4.9% during the 2nd quarter, Holdings Channel.com reports. The fund owned 3,934 shares of the company’s stock after purchasing an additional 185 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $362,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IWR. Brighton Jones LLC raised its position in iShares Russell Mid-Cap ETF by 4.2% in the fourth quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock worth $9,240,000 after acquiring an additional 4,189 shares in the last quarter. Revolve Wealth Partners LLC bought a new stake in iShares Russell Mid-Cap ETF in the fourth quarter worth about $323,000. Rhumbline Advisers raised its position in iShares Russell Mid-Cap ETF by 39.8% in the first quarter. Rhumbline Advisers now owns 16,418 shares of the company’s stock worth $1,397,000 after acquiring an additional 4,677 shares in the last quarter. GAMMA Investing LLC raised its position in iShares Russell Mid-Cap ETF by 5.1% in the first quarter. GAMMA Investing LLC now owns 25,936 shares of the company’s stock worth $2,206,000 after acquiring an additional 1,255 shares in the last quarter. Finally, Simplicity Wealth LLC raised its position in iShares Russell Mid-Cap ETF by 2.8% in the first quarter. Simplicity Wealth LLC now owns 12,536 shares of the company’s stock worth $1,066,000 after acquiring an additional 336 shares in the last quarter. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Trading Down 0.8%

Shares of iShares Russell Mid-Cap ETF stock opened at $96.50 on Friday. The company’s 50-day moving average price is $95.55 and its two-hundred day moving average price is $90.58. iShares Russell Mid-Cap ETF has a 52 week low of $73.17 and a 52 week high of $97.80. The stock has a market cap of $45.01 billion, a PE ratio of 21.00 and a beta of 1.09.

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.