Marquette Associates Inc. Makes New Investment in iShares Russell Mid-Cap ETF $IWR

Marquette Associates Inc. bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 15,136 shares of the company’s stock, valued at approximately $1,472,000. iShares Russell Mid-Cap ETF accounts for approximately 1.6% of Marquette Associates Inc.’s portfolio, making the stock its 10th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of IWR. Allspring Global Investments Holdings LLC grew its position in shares of iShares Russell Mid-Cap ETF by 163.8% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 39,916 shares of the company’s stock worth $3,885,000 after buying an additional 24,782 shares in the last quarter. AE Wealth Management LLC raised its holdings in shares of iShares Russell Mid-Cap ETF by 7.5% in the fourth quarter. AE Wealth Management LLC now owns 308,358 shares of the company’s stock valued at $29,686,000 after acquiring an additional 21,572 shares in the last quarter. Shelton Wealth Management LLC raised its holdings in shares of iShares Russell Mid-Cap ETF by 27.2% in the fourth quarter. Shelton Wealth Management LLC now owns 78,830 shares of the company’s stock valued at $7,589,000 after acquiring an additional 16,864 shares in the last quarter. Fort Washington Investment Advisors Inc. OH lifted its stake in iShares Russell Mid-Cap ETF by 553.9% in the fourth quarter. Fort Washington Investment Advisors Inc. OH now owns 37,802 shares of the company’s stock worth $3,639,000 after acquiring an additional 32,021 shares during the period. Finally, Ascent Group LLC lifted its stake in iShares Russell Mid-Cap ETF by 8.8% in the fourth quarter. Ascent Group LLC now owns 127,527 shares of the company’s stock worth $12,277,000 after acquiring an additional 10,367 shares during the period. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Price Performance

Shares of iShares Russell Mid-Cap ETF stock opened at $109.36 on Friday. iShares Russell Mid-Cap ETF has a 1 year low of $91.36 and a 1 year high of $111.43. The firm’s 50-day moving average is $108.25 and its two-hundred day moving average is $103.49. The stock has a market cap of $55.77 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00.

iShares Russell Mid-Cap ETF 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.