Charles Schwab Trust Co Has $3.41 Million Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Charles Schwab Trust Co grew its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 3.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,593 shares of the company’s stock after purchasing an additional 1,200 shares during the quarter. Charles Schwab Trust Co’s holdings in iShares Russell Mid-Cap ETF were worth $3,412,000 at the end of the most recent reporting period.

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

iShares Russell Mid-Cap ETF Trading Up 0.5 %

Shares of IWR opened at $91.60 on Tuesday. The stock has a 50 day moving average of $91.56 and a 200 day moving average of $87.84. The company has a market capitalization of $37.84 billion, a price-to-earnings ratio of 20.27 and a beta of 1.02. iShares Russell Mid-Cap ETF has a 12 month low of $75.15 and a 12 month high of $96.00.

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.