LJI Wealth Management LLC Has $13.62 Million Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

LJI Wealth Management LLC raised its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 154,492 shares of the company’s stock after purchasing an additional 8,973 shares during the quarter. iShares Russell Mid-Cap ETF accounts for about 2.8% of LJI Wealth Management LLC’s portfolio, making the stock its 9th largest position. LJI Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $13,617,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Paladin Advisory Group LLC purchased a new position in iShares Russell Mid-Cap ETF during the second quarter worth $27,000. Future Financial Wealth Managment LLC purchased a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter worth about $30,000. Sage Mountain Advisors LLC grew its stake in shares of iShares Russell Mid-Cap ETF by 50.9% during the second quarter. Sage Mountain Advisors LLC now owns 403 shares of the company’s stock valued at $33,000 after buying an additional 136 shares during the last quarter. Highline Wealth Partners LLC purchased a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter worth approximately $41,000. Finally, Beaird Harris Wealth Management LLC purchased a new stake in iShares Russell Mid-Cap ETF in the first quarter worth $40,000.

iShares Russell Mid-Cap ETF Stock Performance

iShares Russell Mid-Cap ETF stock traded down $0.64 during trading hours on Friday, hitting $91.14. The company had a trading volume of 1,021,502 shares, compared to its average volume of 1,297,991. The firm has a market cap of $37.65 billion, a P/E ratio of 20.27 and a beta of 1.02. The company has a 50-day moving average price of $88.51 and a two-hundred day moving average price of $84.64. iShares Russell Mid-Cap ETF has a 1 year low of $70.31 and a 1 year high of $93.85.

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.