Simplicity Wealth LLC trimmed its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 87.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,195 shares of the company’s stock after selling 83,793 shares during the period. Simplicity Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,075,000 at the end of the most recent reporting period.
A number of other large investors have also modified their holdings of the business. Scarborough Advisors LLC purchased a new position in iShares Russell Mid-Cap ETF in the 4th quarter valued at approximately $40,000. Creekmur Asset Management LLC purchased a new position in iShares Russell Mid-Cap ETF in the 4th quarter valued at approximately $49,000. Northwest Bank & Trust Co purchased a new position in iShares Russell Mid-Cap ETF in the 4th quarter valued at approximately $180,000. Leo Wealth LLC purchased a new position in iShares Russell Mid-Cap ETF in the 4th quarter valued at approximately $1,355,000. Finally, BlueChip Wealth Advisors LLC purchased a new position in iShares Russell Mid-Cap ETF in the 4th quarter valued at approximately $344,000.
iShares Russell Mid-Cap ETF Price Performance
NYSEARCA IWR opened at $88.86 on Friday. The business has a 50 day moving average price of $85.58 and a 200 day moving average price of $83.17. The company has a market capitalization of $36.71 billion, a P/E ratio of 20.27 and a beta of 1.02. iShares Russell Mid-Cap ETF has a 1-year low of $64.66 and a 1-year high of $88.96.
About iShares Russell Mid-Cap ETF
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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