Creative Planning Acquires Shares in iShares Russell Mid-Cap ETF

On October 20th, 2024, Creative Planning announced its decision to increase its investment in the iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by purchasing an additional 5,894 shares during the third quarter of the year. This move brought their total ownership to 581,328 shares, reflecting a 1.0% increase in their position. According to their latest filing with the Securities and Exchange Commission, Creative Planning's holdings in this ETF are valued at approximately $51,238,000.

In addition to Creative Planning, several other investment firms have also adjusted their stakes in the iShares Russell Mid-Cap ETF. For instance, Paladin Advisory Group LLC initiated a new position in the ETF during the second quarter, investing around $27,000. Similarly, Future Financial Wealth Management LLC acquired shares worth about $29,000 in the first quarter. Financial Synergies Wealth Advisors Inc. made a significant move by increasing its position by 120.9% in the first quarter, resulting in total ownership of 380 shares valued at $32,000 after acquiring an additional 208 shares. Additionally, Sage Mountain Advisors LLC raised its stake by 50.9% during the second quarter, bringing its total to 403 shares, which are currently worth $33,000.

Performance Overview of iShares Russell Mid-Cap ETF

As of the latest trading session, shares of the iShares Russell Mid-Cap ETF opened at $90.06. The ETF boasts a market capitalization of $37.20 billion, with a price-to-earnings ratio of 20.27 and a beta of 1.02. Over the past twelve months, the ETF recorded a low of $64.66 and a high of $90.18. Its moving averages stand at $86.45 for the last 50 days and $83.38 for the last 200 days.

About iShares Russell Mid-Cap ETF

The iShares Russell Mid-Cap ETF, formerly known as the iShares Russell Midcap Index Fund, is an exchange-traded fund designed to track the performance of the Russell Midcap Index. This index represents the mid-capitalization sector of the U.S. equity market, offering investors exposure to a diverse range of mid-sized companies.

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Want to stay updated on other hedge funds holding IWR? You can check out the latest 13F filings and insider trades related to iShares Russell Mid-Cap ETF.

Investment, Shares, ETF