JGP Wealth Management LLC Has $339,000 Stake in iShares Russell Mid-Cap ETF $IWR

JGP Wealth Management LLC lifted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 8.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,681 shares of the company’s stock after buying an additional 297 shares during the period. JGP Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $339,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of IWR. Riggs Asset Managment Co. Inc. acquired a new position in shares of iShares Russell Mid-Cap ETF during the first quarter worth about $28,000. N.E.W. Advisory Services LLC acquired a new position in shares of iShares Russell Mid-Cap ETF during the first quarter worth about $30,000. Rossby Financial LCC acquired a new position in shares of iShares Russell Mid-Cap ETF during the first quarter worth about $31,000. Physician Wealth Advisors Inc. acquired a new position in shares of iShares Russell Mid-Cap ETF during the first quarter worth about $36,000. Finally, Atticus Wealth Management LLC boosted its position in shares of iShares Russell Mid-Cap ETF by 123.1% during the second quarter. Atticus Wealth Management LLC now owns 415 shares of the company’s stock worth $38,000 after buying an additional 229 shares during the period. 80.16% of the stock is owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Stock Performance

IWR opened at $95.96 on Wednesday. iShares Russell Mid-Cap ETF has a 52-week low of $73.17 and a 52-week high of $97.80. The firm has a market capitalization of $44.77 billion, a PE ratio of 21.00 and a beta of 1.09. The business’s 50-day simple moving average is $95.66 and its 200 day simple moving average is $90.79.

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.