WCG Wealth Advisors LLC Takes $1.05 Million Position in iShares Russell Mid-Cap ETF $IWR

WCG Wealth Advisors LLC purchased a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 10,918 shares of the company’s stock, valued at approximately $1,051,000.

Other institutional investors also recently modified their holdings of the company. HFM Investment Advisors LLC bought a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $28,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of iShares Russell Mid-Cap ETF in the third quarter valued at approximately $32,000. Smartleaf Asset Management LLC raised its position in shares of iShares Russell Mid-Cap ETF by 192.0% in the third quarter. Smartleaf Asset Management LLC now owns 400 shares of the company’s stock valued at $39,000 after purchasing an additional 263 shares during the period. Dorato Capital Management bought a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $43,000. Finally, Basepoint Wealth LLC bought a new position in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $43,000. Institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Down 2.1%

NYSEARCA:IWR opened at $106.21 on Friday. iShares Russell Mid-Cap ETF has a 12 month low of $88.83 and a 12 month high of $108.65. The firm has a market cap of $53.42 billion, a price-to-earnings ratio of 21.00 and a beta of 1.00. The company’s 50 day moving average is $103.32 and its 200-day moving average is $100.38.

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. 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.