Carroll Advisory Group LLC Acquires New Position in iShares Russell Mid-Cap ETF $IWR

Carroll Advisory Group LLC acquired a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 16,464 shares of the company’s stock, valued at approximately $1,585,000.

A number of other hedge funds have also added to or reduced their stakes in IWR. Brighton Jones LLC increased its stake in iShares Russell Mid-Cap ETF by 4.2% in the fourth quarter. Brighton Jones LLC now owns 104,524 shares of the company’s stock valued at $9,240,000 after acquiring an additional 4,189 shares during the last quarter. Revolve Wealth Partners LLC bought a new position in iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $323,000. Quantbot Technologies LP bought a new position in iShares Russell Mid-Cap ETF in the second quarter valued at approximately $64,000. Qube Research & Technologies Ltd increased its stake in iShares Russell Mid-Cap ETF by 581.4% in the second quarter. Qube Research & Technologies Ltd now owns 9,253 shares of the company’s stock valued at $851,000 after acquiring an additional 7,895 shares during the last quarter. Finally, Ieq Capital LLC increased its stake in iShares Russell Mid-Cap ETF by 2.6% in the second quarter. Ieq Capital LLC now owns 86,647 shares of the company’s stock valued at $7,969,000 after acquiring an additional 2,199 shares during the last quarter. 80.16% of the stock is owned by institutional investors.

iShares Russell Mid-Cap ETF Price Performance

Shares of NYSEARCA:IWR opened at $105.92 on Friday. The company’s 50 day simple moving average is $101.35 and its 200 day simple moving average is $99.54. The stock has a market capitalization of $53.28 billion, a price-to-earnings ratio of 21.00 and a beta of 1.01. iShares Russell Mid-Cap ETF has a 1 year low of $86.89 and a 1 year high of $106.43.

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. 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.