Montis Financial LLC Takes Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Montis Financial LLC bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 14,605 shares of the company’s stock, valued at approximately $1,291,000.

A number of other hedge funds have also bought and sold shares of IWR. Harbour Investments Inc. raised its stake in iShares Russell Mid-Cap ETF by 10.8% during the third quarter. Harbour Investments Inc. now owns 7,203 shares of the company’s stock worth $635,000 after buying an additional 701 shares during the last quarter. Oppenheimer & Co. Inc. raised its stake in iShares Russell Mid-Cap ETF by 30.3% during the third quarter. Oppenheimer & Co. Inc. now owns 14,302 shares of the company’s stock worth $1,261,000 after buying an additional 3,323 shares during the last quarter. LJI Wealth Management LLC raised its stake in iShares Russell Mid-Cap ETF by 6.2% during the third quarter. LJI Wealth Management LLC now owns 154,492 shares of the company’s stock worth $13,617,000 after buying an additional 8,973 shares during the last quarter. Adero Partners LLC grew its holdings in iShares Russell Mid-Cap ETF by 3.3% in the third quarter. Adero Partners LLC now owns 6,045 shares of the company’s stock worth $533,000 after purchasing an additional 192 shares during the period. Finally, Gilbert & Cook Inc. grew its holdings in iShares Russell Mid-Cap ETF by 5.5% in the third quarter. Gilbert & Cook Inc. now owns 954,994 shares of the company’s stock worth $84,173,000 after purchasing an additional 50,150 shares during the period.

iShares Russell Mid-Cap ETF Trading Up 2.5 %

NYSEARCA:IWR opened at $84.87 on Friday. The stock has a market capitalization of $37.19 billion, a price-to-earnings ratio of 20.66 and a beta of 1.13. The firm has a fifty day simple moving average of $90.01 and a two-hundred day simple moving average of $89.70. iShares Russell Mid-Cap ETF has a 12 month low of $78.36 and a 12 month 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.