iShares Russell Mid-Cap Growth ETF $IWP Stock Holdings Lifted by Intergy Private Wealth LLC

Intergy Private Wealth LLC boosted its stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 8.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 143,620 shares of the company’s stock after buying an additional 11,081 shares during the quarter. iShares Russell Mid-Cap Growth ETF makes up 4.4% of Intergy Private Wealth LLC’s portfolio, making the stock its 5th largest position. Intergy Private Wealth LLC owned 0.10% of iShares Russell Mid-Cap Growth ETF worth $19,774,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in IWP. Orin Green Financial LLC increased its holdings in iShares Russell Mid-Cap Growth ETF by 0.9% during the 1st quarter. Orin Green Financial LLC now owns 8,767 shares of the company’s stock worth $1,123,000 after purchasing an additional 80 shares during the period. Bedel Financial Consulting Inc. boosted its holdings in shares of iShares Russell Mid-Cap Growth ETF by 1.2% in the 2nd quarter. Bedel Financial Consulting Inc. now owns 7,276 shares of the company’s stock valued at $1,065,000 after buying an additional 87 shares in the last quarter. BlueChip Wealth Advisors LLC grew its holdings in iShares Russell Mid-Cap Growth ETF by 2.4% in the first quarter. BlueChip Wealth Advisors LLC now owns 3,812 shares of the company’s stock worth $488,000 after purchasing an additional 88 shares during the last quarter. LifePlan Investment Advisors Inc. grew its stake in iShares Russell Mid-Cap Growth ETF by 2.9% during the 2nd quarter. LifePlan Investment Advisors Inc. now owns 3,086 shares of the company’s stock worth $452,000 after buying an additional 88 shares during the last quarter. Finally, Annex Advisory Services LLC increased its holdings in shares of iShares Russell Mid-Cap Growth ETF by 1.4% during the second quarter. Annex Advisory Services LLC now owns 6,696 shares of the company’s stock valued at $980,000 after acquiring an additional 91 shares in the last quarter. 74.49% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap Growth ETF Trading Down 2.5%

Shares of NYSEARCA IWP traded down $3.44 during midday trading on Friday, reaching $133.99. The company had a trading volume of 1,211,723 shares, compared to its average volume of 873,331. The stock has a market cap of $18.84 billion, a P/E ratio of 30.48 and a beta of 1.13. The business’s 50-day simple moving average is $140.45 and its 200 day simple moving average is $139.06. iShares Russell Mid-Cap Growth ETF has a 1 year low of $122.94 and a 1 year high of $148.29.

iShares Russell Mid-Cap Growth ETF Company Profile

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). The Index measures the performance of the mid-capitalization growth sector of the United States equity market. It is a subset of the Russell Midcap Index and measures the performance of equity securities of Russell Midcap Index issuers with relatively higher price-to-book ratios and higher forecasted growth.