JMG Financial Group Ltd. Has $80.13 Million Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

JMG Financial Group Ltd. reduced its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 906,460 shares of the company’s stock after selling 23,982 shares during the period. iShares Russell Mid-Cap ETF accounts for approximately 2.7% of JMG Financial Group Ltd.’s portfolio, making the stock its 11th biggest holding. JMG Financial Group Ltd. owned 0.22% of iShares Russell Mid-Cap ETF worth $80,131,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in IWR. McAdam LLC bought a new stake in iShares Russell Mid-Cap ETF during the third quarter worth approximately $210,000. International Assets Investment Management LLC grew its stake in iShares Russell Mid-Cap ETF by 15,459.0% in the 3rd quarter. International Assets Investment Management LLC now owns 479,217 shares of the company’s stock valued at $42,238,000 after buying an additional 476,137 shares during the last quarter. Bogart Wealth LLC grew its stake in iShares Russell Mid-Cap ETF by 12.1% in the 3rd quarter. Bogart Wealth LLC now owns 1,681 shares of the company’s stock valued at $148,000 after buying an additional 181 shares during the last quarter. Dakota Wealth Management raised its holdings in iShares Russell Mid-Cap ETF by 2.6% in the 3rd quarter. Dakota Wealth Management now owns 451,600 shares of the company’s stock worth $39,804,000 after acquiring an additional 11,593 shares during the period. Finally, Heritage Financial Services LLC acquired a new position in iShares Russell Mid-Cap ETF during the 3rd quarter worth $201,000.

iShares Russell Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IWR opened at $91.89 on Friday. iShares Russell Mid-Cap ETF has a 52-week low of $78.36 and a 52-week high of $96.00. The company has a market cap of $40.00 billion, a P/E ratio of 21.79 and a beta of 1.12. The stock’s 50-day moving average is $90.85 and its 200-day moving average is $89.27.

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.