HB Wealth Management LLC Boosts Stake in iShares Russell Mid-Cap ETF $IWR

HB Wealth Management LLC increased its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 26.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,847 shares of the company’s stock after purchasing an additional 9,672 shares during the quarter. HB Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $4,427,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Advantage Trust Co purchased a new position in iShares Russell Mid-Cap ETF in the 2nd quarter worth about $28,000. HHM Wealth Advisors LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the second quarter worth approximately $29,000. Traub Capital Management LLC purchased a new position in shares of iShares Russell Mid-Cap ETF during the second quarter valued at approximately $37,000. Legacy Investment Solutions LLC bought a new position in iShares Russell Mid-Cap ETF during the second quarter valued at approximately $38,000. Finally, Atticus Wealth Management LLC lifted its position in iShares Russell Mid-Cap ETF by 123.1% during the second quarter. Atticus Wealth Management LLC now owns 415 shares of the company’s stock valued at $38,000 after purchasing an additional 229 shares during the period. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Trading Up 0.6%

NYSEARCA:IWR opened at $99.97 on Friday. The company has a market cap of $48.17 billion, a PE ratio of 21.00 and a beta of 1.06. The company has a 50 day simple moving average of $96.47 and a two-hundred day simple moving average of $95.49. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $100.22.

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.