Sonata Capital Group Inc. Makes New $15.60 Million Investment in iShares Russell Mid-Cap ETF $IWR

Sonata Capital Group Inc. purchased a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 146,206 shares of the company’s stock, valued at approximately $15,602,000. iShares Russell Mid-Cap ETF makes up 5.0% of Sonata Capital Group Inc.’s investment portfolio, making the stock its 4th biggest holding.

Other institutional investors and hedge funds also recently modified their holdings of the company. Prairie Advisory LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 160.2% during the third quarter. Prairie Advisory LLC now owns 63,250 shares of the company’s stock valued at $6,749,000 after purchasing an additional 38,945 shares in the last quarter. Smith Thornton Advisors LLC lifted its holdings in iShares Russell Mid-Cap ETF by 3.3% in the third quarter. Smith Thornton Advisors LLC now owns 59,181 shares of the company’s stock worth $6,315,000 after purchasing an additional 1,910 shares during the period. IFP Advisors Inc lifted its holdings in iShares Russell Mid-Cap ETF by 11.2% in the third quarter. IFP Advisors Inc now owns 15,243 shares of the company’s stock worth $1,627,000 after purchasing an additional 1,540 shares during the period. Robertson Stephens Wealth Management LLC grew its position in iShares Russell Mid-Cap ETF by 5.6% in the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 597,551 shares of the company’s stock valued at $63,765,000 after buying an additional 31,945 shares in the last quarter. Finally, Frank Rimerman Advisors LLC grew its position in iShares Russell Mid-Cap ETF by 1.1% in the 3rd quarter. Frank Rimerman Advisors LLC now owns 28,031 shares of the company’s stock valued at $2,991,000 after buying an additional 306 shares in the last quarter. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Trading Down 0.1%

IWR traded down $0.11 on Monday, reaching $108.39. The company had a trading volume of 883,172 shares, compared to its average volume of 2,191,893. The company has a market capitalization of $56.09 billion, a P/E ratio of 21.00 and a beta of 1.00. The company has a fifty day moving average of $110.49 and a 200-day moving average of $107.98. iShares Russell Mid-Cap ETF has a one year low of $91.64 and a one year high of $114.97.

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. 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.