HORAN Wealth LLC Has $2.32 Million Position in iShares Russell Mid-Cap ETF $IWR

HORAN Wealth LLC cut its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 50.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,020 shares of the company’s stock after selling 21,216 shares during the period. HORAN Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,319,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in IWR. NFSG Corp grew its holdings in iShares Russell Mid-Cap ETF by 93.1% in the 1st quarter. NFSG Corp now owns 280 shares of the company’s stock valued at $27,000 after buying an additional 135 shares during the last quarter. HFM Investment Advisors LLC bought a new stake in iShares Russell Mid-Cap ETF in the 4th quarter valued at $28,000. Frazier Financial Advisors LLC acquired a new stake in iShares Russell Mid-Cap ETF during the first quarter worth about $31,000. Reflection Asset Management acquired a new stake in shares of iShares Russell Mid-Cap ETF during the 4th quarter worth approximately $33,000. Finally, Scarborough Advisors LLC acquired a new stake in iShares Russell Mid-Cap ETF during the first quarter worth $38,000. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

Shares of IWR opened at $111.83 on Monday. iShares Russell Mid-Cap ETF has a 12 month low of $91.64 and a 12 month high of $114.97. The company has a 50-day moving average price of $111.30 and a two-hundred day moving average price of $106.02. The stock has a market cap of $56.72 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00.

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.