Octavia Wealth Advisors LLC Has $864,000 Position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Octavia Wealth Advisors LLC lessened its stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 2.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,350 shares of the company’s stock after selling 214 shares during the period. Octavia Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap Growth ETF were worth $864,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. BankPlus Trust Department bought a new stake in shares of iShares Russell Mid-Cap Growth ETF during the fourth quarter worth $26,000. PrairieView Partners LLC increased its position in iShares Russell Mid-Cap Growth ETF by 80.0% in the fourth quarter. PrairieView Partners LLC now owns 225 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the period. Mascoma Wealth Management LLC raised its holdings in iShares Russell Mid-Cap Growth ETF by 86.9% during the 4th quarter. Mascoma Wealth Management LLC now owns 314 shares of the company’s stock worth $40,000 after purchasing an additional 146 shares during the last quarter. Wood Tarver Financial Group LLC acquired a new position in iShares Russell Mid-Cap Growth ETF during the 4th quarter valued at about $50,000. Finally, Bernard Wealth Management Corp. bought a new position in shares of iShares Russell Mid-Cap Growth ETF in the 4th quarter valued at about $54,000.

iShares Russell Mid-Cap Growth ETF Price Performance

Shares of NYSEARCA:IWP opened at $135.79 on Monday. The stock has a market cap of $18.85 billion, a price-to-earnings ratio of 26.67 and a beta of 1.14. The company has a 50 day moving average of $123.01 and a 200-day moving average of $127.50. iShares Russell Mid-Cap Growth ETF has a one year low of $99.85 and a one year high of $139.68.

iShares Russell Mid-Cap Growth ETF Company Profile

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index).