iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stock Holdings Lifted by New England Private Wealth Advisors LLC

New England Private Wealth Advisors LLC lifted its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 55,858 shares of the company’s stock after acquiring an additional 501 shares during the period. New England Private Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $4,342,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Rodgers & Associates LTD purchased a new position in iShares Russell Mid-Cap ETF during the fourth quarter valued at approximately $201,000. Nadler Financial Group Inc. grew its position in iShares Russell Mid-Cap ETF by 1.2% during the fourth quarter. Nadler Financial Group Inc. now owns 63,487 shares of the company’s stock valued at $4,935,000 after purchasing an additional 754 shares in the last quarter. Lyell Wealth Management LP grew its position in iShares Russell Mid-Cap ETF by 47.9% during the fourth quarter. Lyell Wealth Management LP now owns 15,737 shares of the company’s stock valued at $1,223,000 after purchasing an additional 5,097 shares in the last quarter. Carret Asset Management LLC grew its position in iShares Russell Mid-Cap ETF by 1.7% during the fourth quarter. Carret Asset Management LLC now owns 71,066 shares of the company’s stock valued at $5,524,000 after purchasing an additional 1,191 shares in the last quarter. Finally, JMG Financial Group Ltd. grew its position in iShares Russell Mid-Cap ETF by 2.4% during the fourth quarter. JMG Financial Group Ltd. now owns 953,023 shares of the company’s stock valued at $74,078,000 after purchasing an additional 22,281 shares in the last quarter.

iShares Russell Mid-Cap ETF Price Performance

IWR traded up $0.22 on Friday, reaching $80.49. 790,524 shares of the company traded hands, compared to its average volume of 1,436,841. The stock’s 50 day moving average price is $81.36 and its 200-day moving average price is $76.30. iShares Russell Mid-Cap ETF has a 52-week low of $64.66 and a 52-week high of $84.33. The company has a market cap of $33.16 billion, a price-to-earnings ratio of 19.78 and a beta of 1.02.

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.