15,663 Shares in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Acquired by Moulton Wealth Management Inc.

Moulton Wealth Management Inc. purchased a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 15,663 shares of the company’s stock, valued at approximately $1,385,000. iShares Russell Mid-Cap ETF accounts for 1.1% of Moulton Wealth Management Inc.’s portfolio, making the stock its 24th largest position.

Several other hedge funds have also added to or reduced their stakes in IWR. Legacy Investment Solutions LLC acquired a new position in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $26,000. First Pacific Financial bought a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at about $27,000. Future Financial Wealth Managment LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the third quarter valued at about $30,000. Highline Wealth Partners LLC acquired a new position in shares of iShares Russell Mid-Cap ETF in the third quarter valued at about $41,000. Finally, Transcendent Capital Group LLC increased its position in iShares Russell Mid-Cap ETF by 150.2% during the third quarter. Transcendent Capital Group LLC now owns 523 shares of the company’s stock worth $46,000 after acquiring an additional 314 shares during the period.

iShares Russell Mid-Cap ETF Stock Up 0.5 %

NYSEARCA IWR opened at $91.60 on Monday. The firm has a 50-day moving average price of $91.56 and a two-hundred day moving average price of $87.79. iShares Russell Mid-Cap ETF has a 12-month low of $75.15 and a 12-month high of $96.00. The company has a market capitalization of $37.84 billion, a P/E ratio of 20.27 and a beta of 1.02.

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.