CreativeOne Wealth LLC Increases Stock Holdings in iShares Russell Mid-Cap ETF $IWR

CreativeOne Wealth LLC boosted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 17.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,635 shares of the company’s stock after purchasing an additional 1,842 shares during the period. CreativeOne Wealth LLC’s holdings in iShares Russell Mid-Cap ETF were worth $1,162,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. U.S. Capital Wealth Advisors LLC raised its position in shares of iShares Russell Mid-Cap ETF by 0.5% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 21,254 shares of the company’s stock valued at $1,955,000 after buying an additional 109 shares during the period. Register Financial Advisors LLC increased its stake in iShares Russell Mid-Cap ETF by 2.0% during the second quarter. Register Financial Advisors LLC now owns 5,444 shares of the company’s stock worth $501,000 after acquiring an additional 109 shares during the last quarter. Welch & Forbes LLC increased its stake in iShares Russell Mid-Cap ETF by 0.5% during the second quarter. Welch & Forbes LLC now owns 22,727 shares of the company’s stock worth $2,090,000 after acquiring an additional 110 shares during the last quarter. Meridian Wealth Management LLC raised its position in iShares Russell Mid-Cap ETF by 0.5% in the second quarter. Meridian Wealth Management LLC now owns 20,962 shares of the company’s stock valued at $1,928,000 after purchasing an additional 112 shares during the period. Finally, Heritage Financial Services LLC lifted its stake in shares of iShares Russell Mid-Cap ETF by 3.8% in the 2nd quarter. Heritage Financial Services LLC now owns 3,129 shares of the company’s stock valued at $288,000 after purchasing an additional 114 shares during the last quarter. 80.16% of the stock is currently owned by institutional investors and hedge funds.

iShares Russell Mid-Cap ETF Trading Up 0.7%

NYSEARCA IWR opened at $96.38 on Friday. The stock has a fifty day simple moving average of $95.69 and a 200-day simple moving average of $93.76. The stock has a market cap of $45.21 billion, a PE ratio of 21.00 and a beta of 1.06. iShares Russell Mid-Cap ETF has a twelve month low of $73.17 and a twelve month high of $97.87.

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.