Goldstone Financial Group LLC Has $8.67 Million Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Goldstone Financial Group LLC lifted its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 20.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 98,096 shares of the company’s stock after buying an additional 16,581 shares during the period. iShares Russell Mid-Cap ETF comprises 1.4% of Goldstone Financial Group LLC’s portfolio, making the stock its 23rd biggest holding. Goldstone Financial Group LLC’s holdings in iShares Russell Mid-Cap ETF were worth $8,672,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. MidWestOne Financial Group Inc. grew its holdings in shares of iShares Russell Mid-Cap ETF by 5.0% during the 2nd quarter. MidWestOne Financial Group Inc. now owns 18,026 shares of the company’s stock worth $1,462,000 after purchasing an additional 862 shares in the last quarter. Tanglewood Legacy Advisors LLC boosted its stake in iShares Russell Mid-Cap ETF by 2.7% during the third quarter. Tanglewood Legacy Advisors LLC now owns 82,522 shares of the company’s stock worth $7,274,000 after buying an additional 2,135 shares in the last quarter. Monterey Private Wealth Inc. bought a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter valued at $217,000. Keystone Wealth Services LLC bought a new position in shares of iShares Russell Mid-Cap ETF during the 3rd quarter worth about $216,000. Finally, Moss Adams Wealth Advisors LLC lifted its holdings in shares of iShares Russell Mid-Cap ETF by 21.0% during the 3rd quarter. Moss Adams Wealth Advisors LLC now owns 7,038 shares of the company’s stock worth $620,000 after acquiring an additional 1,223 shares during the period.

iShares Russell Mid-Cap ETF Stock Up 0.9 %

NYSEARCA IWR opened at $91.11 on Friday. iShares Russell Mid-Cap ETF has a twelve month low of $75.00 and a twelve month high of $96.00. The company’s 50-day simple moving average is $91.60 and its 200 day simple moving average is $87.64. The stock has a market cap of $37.64 billion, a P/E ratio of 20.27 and a beta of 1.02.

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.