Unique Wealth LLC increased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 14.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 122,145 shares of the company’s stock after acquiring an additional 15,556 shares during the period. iShares Russell Mid-Cap ETF makes up about 2.3% of Unique Wealth LLC’s portfolio, making the stock its 9th biggest holding. Unique Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $10,798,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Legacy Investment Solutions LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the 3rd quarter valued at about $26,000. Future Financial Wealth Managment LLC acquired a new position in iShares Russell Mid-Cap ETF in the third quarter valued at approximately $30,000. Highline Wealth Partners LLC purchased a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter worth approximately $41,000. Transcendent Capital Group LLC grew its stake in shares of iShares Russell Mid-Cap ETF by 150.2% during the 3rd quarter. Transcendent Capital Group LLC now owns 523 shares of the company’s stock worth $46,000 after purchasing an additional 314 shares during the period. Finally, Moisand Fitzgerald Tamayo LLC increased its holdings in shares of iShares Russell Mid-Cap ETF by 113.7% during the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 560 shares of the company’s stock valued at $49,000 after purchasing an additional 298 shares in the last quarter.
iShares Russell Mid-Cap ETF Price Performance
IWR opened at $88.28 on Tuesday. The stock has a market cap of $36.47 billion, a P/E ratio of 20.27 and a beta of 1.02. The firm has a fifty day moving average price of $91.62 and a 200 day moving average price of $87.56. iShares Russell Mid-Cap ETF has a 1 year low of $75.00 and a 1 year high of $96.00.
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.
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