Sax Wealth Advisors LLC Grows Stake in iShares Russell Mid-Cap Growth ETF $IWP

Sax Wealth Advisors LLC lifted its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 2.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,382 shares of the company’s stock after acquiring an additional 318 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Russell Mid-Cap Growth ETF were worth $1,578,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in IWP. Revolve Wealth Partners LLC raised its position in shares of iShares Russell Mid-Cap Growth ETF by 2.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 7,370 shares of the company’s stock worth $934,000 after acquiring an additional 182 shares in the last quarter. Rhumbline Advisers raised its position in shares of iShares Russell Mid-Cap Growth ETF by 36.1% in the 1st quarter. Rhumbline Advisers now owns 3,185 shares of the company’s stock worth $374,000 after acquiring an additional 844 shares in the last quarter. City Holding Co. raised its position in shares of iShares Russell Mid-Cap Growth ETF by 5.8% in the 1st quarter. City Holding Co. now owns 3,259 shares of the company’s stock worth $383,000 after acquiring an additional 180 shares in the last quarter. Farther Finance Advisors LLC raised its position in shares of iShares Russell Mid-Cap Growth ETF by 132.3% in the 1st quarter. Farther Finance Advisors LLC now owns 1,540 shares of the company’s stock worth $183,000 after acquiring an additional 877 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC raised its position in shares of iShares Russell Mid-Cap Growth ETF by 3.8% in the 1st quarter. Wealthcare Advisory Partners LLC now owns 10,024 shares of the company’s stock worth $1,178,000 after acquiring an additional 367 shares in the last quarter. Institutional investors own 74.49% of the company’s stock.

iShares Russell Mid-Cap Growth ETF Stock Performance

Shares of NYSEARCA:IWP opened at $142.52 on Wednesday. iShares Russell Mid-Cap Growth ETF has a 52-week low of $99.85 and a 52-week high of $145.50. The firm has a market capitalization of $20.76 billion, a P/E ratio of 30.48 and a beta of 1.10. The stock has a 50 day moving average price of $142.14 and a 200-day moving average price of $133.39.

About iShares Russell Mid-Cap Growth ETF

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index).