North Berkeley Wealth Management LLC Invests $1.23 Million in iShares Russell Mid-Cap ETF $IWR

North Berkeley Wealth Management LLC acquired a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 13,410 shares of the company’s stock, valued at approximately $1,233,000. iShares Russell Mid-Cap ETF makes up approximately 1.1% of North Berkeley Wealth Management LLC’s portfolio, making the stock its 20th largest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. GeoWealth Management LLC raised its stake in shares of iShares Russell Mid-Cap ETF by 8.0% during the 2nd quarter. GeoWealth Management LLC now owns 10,024 shares of the company’s stock worth $922,000 after purchasing an additional 740 shares in the last quarter. Crescent Grove Advisors LLC raised its position in iShares Russell Mid-Cap ETF by 5.1% during the second quarter. Crescent Grove Advisors LLC now owns 20,451 shares of the company’s stock valued at $1,881,000 after acquiring an additional 995 shares in the last quarter. CW Advisors LLC lifted its stake in iShares Russell Mid-Cap ETF by 5.8% in the second quarter. CW Advisors LLC now owns 35,178 shares of the company’s stock valued at $3,235,000 after acquiring an additional 1,935 shares during the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in iShares Russell Mid-Cap ETF in the second quarter worth approximately $202,000. Finally, River Wealth Advisors LLC grew its position in iShares Russell Mid-Cap ETF by 3.0% in the second quarter. River Wealth Advisors LLC now owns 402,940 shares of the company’s stock worth $37,058,000 after acquiring an additional 11,919 shares in the last quarter. Hedge funds and other institutional investors own 80.16% of the company’s stock.

iShares Russell Mid-Cap ETF Stock Up 0.3%

Shares of IWR opened at $97.15 on Friday. The firm has a market cap of $45.57 billion, a price-to-earnings ratio of 21.00 and a beta of 1.06. The company’s fifty day moving average is $95.75 and its 200-day moving average is $94.00. iShares Russell Mid-Cap ETF has a 12 month low of $73.17 and a 12 month high of $97.87.

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.