iShares Russell Mid-Cap ETF (NYSEARCA:IWR) is Sonata Capital Group Inc.’s 2nd Largest Position

Sonata Capital Group Inc. increased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 0.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 187,831 shares of the company’s stock after buying an additional 378 shares during the period. iShares Russell Mid-Cap ETF accounts for 6.9% of Sonata Capital Group Inc.’s holdings, making the stock its 2nd biggest position. Sonata Capital Group Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $16,604,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the business. Stratos Wealth Advisors LLC grew its stake in iShares Russell Mid-Cap ETF by 0.5% during the 3rd quarter. Stratos Wealth Advisors LLC now owns 22,225 shares of the company’s stock worth $1,959,000 after purchasing an additional 112 shares in the last quarter. Heritage Financial Services LLC grew its position in shares of iShares Russell Mid-Cap ETF by 4.9% in the 4th quarter. Heritage Financial Services LLC now owns 2,397 shares of the company’s stock valued at $212,000 after buying an additional 112 shares during the last quarter. Certified Advisory Corp lifted its holdings in shares of iShares Russell Mid-Cap ETF by 1.1% in the 4th quarter. Certified Advisory Corp now owns 10,159 shares of the company’s stock valued at $898,000 after purchasing an additional 115 shares during the last quarter. Meridian Financial Partners LLC boosted its holdings in shares of iShares Russell Mid-Cap ETF by 0.5% in the fourth quarter. Meridian Financial Partners LLC now owns 23,482 shares of the company’s stock valued at $2,076,000 after acquiring an additional 116 shares during the period. Finally, Raleigh Capital Management Inc. grew its position in iShares Russell Mid-Cap ETF by 28.1% during the 4th quarter. Raleigh Capital Management Inc. now owns 534 shares of the company’s stock worth $47,000 after purchasing an additional 117 shares during the last quarter.

iShares Russell Mid-Cap ETF Price Performance

iShares Russell Mid-Cap ETF stock opened at $91.96 on Wednesday. iShares Russell Mid-Cap ETF has a 12 month low of $77.04 and a 12 month high of $96.00. The business has a 50 day simple moving average of $91.13 and a 200-day simple moving average of $88.90. The stock has a market capitalization of $37.99 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.