330,997 Shares in iShares Russell Mid-Cap ETF $IWR Bought by Legacy Edge Advisors LLC

Legacy Edge Advisors LLC bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 330,997 shares of the company’s stock, valued at approximately $31,865,000. iShares Russell Mid-Cap ETF makes up about 3.5% of Legacy Edge Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Legacy Edge Advisors LLC owned 0.07% of iShares Russell Mid-Cap ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. First Horizon Corp acquired a new stake in iShares Russell Mid-Cap ETF during the third quarter valued at approximately $10,431,000. D.A. Davidson & CO. raised its stake in iShares Russell Mid-Cap ETF by 2.0% during the third quarter. D.A. Davidson & CO. now owns 318,885 shares of the company’s stock valued at $30,788,000 after buying an additional 6,307 shares in the last quarter. Ashton Thomas Securities LLC acquired a new stake in iShares Russell Mid-Cap ETF during the third quarter valued at approximately $810,000. Allspring Global Investments Holdings LLC raised its stake in iShares Russell Mid-Cap ETF by 156.2% during the third quarter. Allspring Global Investments Holdings LLC now owns 15,134 shares of the company’s stock valued at $1,461,000 after buying an additional 9,228 shares in the last quarter. Finally, Corepath Wealth Partners LLC raised its stake in iShares Russell Mid-Cap ETF by 282.0% during the third quarter. Corepath Wealth Partners LLC now owns 17,110 shares of the company’s stock valued at $1,665,000 after buying an additional 12,631 shares in the last quarter. Institutional investors and hedge funds own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Down 0.1%

Shares of NYSEARCA IWR opened at $104.20 on Friday. The stock’s 50 day moving average price is $100.42 and its two-hundred day moving average price is $98.70. iShares Russell Mid-Cap ETF has a 52-week low of $84.59 and a 52-week high of $105.41. The stock has a market capitalization of $52.41 billion, a P/E ratio of 21.00 and a beta of 1.01.

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.