iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Stock Holdings Raised by Tanglewood Legacy Advisors LLC

Tanglewood Legacy Advisors LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 82,522 shares of the company’s stock after purchasing an additional 2,135 shares during the quarter. iShares Russell Mid-Cap ETF comprises about 3.2% of Tanglewood Legacy Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Tanglewood Legacy Advisors LLC’s holdings in iShares Russell Mid-Cap ETF were worth $7,274,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Mission Wealth Management LP boosted its stake in shares of iShares Russell Mid-Cap ETF by 22.1% during the first quarter. Mission Wealth Management LP now owns 8,749 shares of the company’s stock valued at $736,000 after purchasing an additional 1,584 shares in the last quarter. Mutual of America Capital Management LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 7.0% during the first quarter. Mutual of America Capital Management LLC now owns 9,035 shares of the company’s stock valued at $760,000 after purchasing an additional 595 shares in the last quarter. Cambridge Trust Co. boosted its stake in shares of iShares Russell Mid-Cap ETF by 2.8% during the first quarter. Cambridge Trust Co. now owns 8,344 shares of the company’s stock valued at $702,000 after purchasing an additional 224 shares in the last quarter. LRI Investments LLC bought a new position in shares of iShares Russell Mid-Cap ETF during the first quarter valued at approximately $120,000. Finally, Gradient Investments LLC boosted its stake in shares of iShares Russell Mid-Cap ETF by 358.6% during the second quarter. Gradient Investments LLC now owns 12,414 shares of the company’s stock valued at $1,007,000 after purchasing an additional 9,707 shares in the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

NYSEARCA IWR opened at $89.26 on Wednesday. The firm’s 50 day moving average price is $85.94 and its 200-day moving average price is $83.24. iShares Russell Mid-Cap ETF has a 52-week low of $64.66 and a 52-week high of $90.11. The company has a market cap of $36.87 billion, a PE ratio of 20.27 and a beta of 1.02.

iShares Russell Mid-Cap ETF 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.