EP Wealth Advisors LLC Boosts Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

EP Wealth Advisors LLC boosted its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 27.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 33,025 shares of the company’s stock after purchasing an additional 7,178 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $2,911,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Paladin Advisory Group LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the second quarter valued at approximately $27,000. Future Financial Wealth Managment LLC purchased a new position in iShares Russell Mid-Cap ETF in the 3rd quarter valued at approximately $30,000. Sage Mountain Advisors LLC grew its stake in shares of iShares Russell Mid-Cap ETF by 50.9% in the second quarter. Sage Mountain Advisors LLC now owns 403 shares of the company’s stock worth $33,000 after acquiring an additional 136 shares in the last quarter. Cultivar Capital Inc. purchased a new stake in shares of iShares Russell Mid-Cap ETF during the second quarter worth $41,000. Finally, Highline Wealth Partners LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter valued at $41,000.

iShares Russell Mid-Cap ETF Price Performance

IWR opened at $94.80 on Monday. The business has a fifty day moving average price of $90.84 and a 200 day moving average price of $85.98. iShares Russell Mid-Cap ETF has a 12 month low of $73.12 and a 12 month high of $96.00. The stock has a market capitalization of $39.16 billion, a price-to-earnings ratio of 20.27 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.