My Personal CFO LLC Invests $551,000 in iShares Russell Mid-Cap ETF $IWR

My Personal CFO LLC purchased a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 5,725 shares of the company’s stock, valued at approximately $551,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 4.2% during the 4th quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock valued at $9,240,000 after buying an additional 4,189 shares during the last quarter. Revolve Wealth Partners LLC bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter worth $323,000. XTX Topco Ltd acquired a new stake in iShares Russell Mid-Cap ETF in the second quarter valued at $267,000. Russell Investments Group Ltd. raised its holdings in iShares Russell Mid-Cap ETF by 58.9% in the second quarter. Russell Investments Group Ltd. now owns 19,483 shares of the company’s stock valued at $1,792,000 after acquiring an additional 7,224 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC bought a new position in iShares Russell Mid-Cap ETF during the 2nd quarter valued at $99,000. 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 $97.23 on Wednesday. The firm has a market cap of $46.50 billion, a P/E ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a 1-year low of $73.17 and a 1-year high of $103.53. The firm has a fifty day moving average of $99.98 and a two-hundred day moving average of $97.85.

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.