iShares Russell Mid-Cap ETF $IWR Shares Acquired by AE Wealth Management LLC

AE Wealth Management LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 7.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 308,358 shares of the company’s stock after buying an additional 21,572 shares during the period. AE Wealth Management LLC owned 0.06% of iShares Russell Mid-Cap ETF worth $29,686,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Piscataqua Savings Bank boosted its holdings in iShares Russell Mid-Cap ETF by 11.1% during the 4th quarter. Piscataqua Savings Bank now owns 1,000 shares of the company’s stock worth $96,000 after acquiring an additional 100 shares during the last quarter. Welch & Forbes LLC raised its holdings in shares of iShares Russell Mid-Cap ETF by 0.5% in the third quarter. Welch & Forbes LLC now owns 22,832 shares of the company’s stock valued at $2,204,000 after purchasing an additional 105 shares during the last quarter. Hollencrest Capital Management lifted its position in shares of iShares Russell Mid-Cap ETF by 1.7% during the third quarter. Hollencrest Capital Management now owns 6,226 shares of the company’s stock valued at $601,000 after purchasing an additional 106 shares in the last quarter. Cornerstone Wealth Management LLC lifted its position in shares of iShares Russell Mid-Cap ETF by 0.5% during the third quarter. Cornerstone Wealth Management LLC now owns 21,223 shares of the company’s stock valued at $2,049,000 after purchasing an additional 114 shares in the last quarter. Finally, Objectivity Squared LLC boosted its holdings in iShares Russell Mid-Cap ETF by 3.7% during the third quarter. Objectivity Squared LLC now owns 3,304 shares of the company’s stock worth $319,000 after purchasing an additional 117 shares during the last quarter. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR stock opened at $102.72 on Friday. The company has a market capitalization of $51.33 billion, a price-to-earnings ratio of 21.00 and a beta of 1.03. iShares Russell Mid-Cap ETF has a 52-week low of $77.72 and a 52-week high of $103.53. The company has a 50-day simple moving average of $100.04 and a two-hundred day simple moving average of $98.17.

About iShares Russell Mid-Cap ETF

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.