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AE Wealth Management LLC boosted its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.3% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 286,786 shares of the company's stock after purchasing an additional 35,969 shares during the quarter. AE Wealth
B. Riley Wealth Advisors Inc. cut its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 38.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,581 shares of the company's stock after selling 12,185 shares during the period. B. Riley
Americana Partners LLC increased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 194.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,727 shares of the company's stock after buying an additional 13,677 shares during
Sequoia Financial Advisors LLC decreased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 14.5% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 42,698 shares of the company's stock after selling 7,255 shares during the period. Sequoia Financial Advisors LLC's holdings in
Conning Inc. trimmed its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 73.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,598 shares of the company's stock after selling 58,403 shares during the quarter. Conning Inc.'s
Axis Wealth Partners LLC trimmed its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 77.6% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,419 shares of the company's stock after selling 22,283 shares during the period. Axis Wealth Partners LLC's
Cerity Partners LLC grew its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 852,310 shares of the company's stock after purchasing an additional 22,496 shares during the period. Cerity
Merit Financial Group LLC cut its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 19.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,395 shares of the company's stock after selling 5,768 shares during the quarter. Merit Financial
Launched on July 17, 2001, the iShares Russell Mid-Cap ETF (IWR) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
Country Club Bank reduced its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 13.6% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 43,999 shares of the company's stock after selling 6,910 shares during the quarter. Country
Corient Private Wealth LLC cut its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 52.3% in the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 421,731 shares of the company's stock after selling 462,691 shares during the period. Corient Private Wealth LLC owned about 0.09%
Caldwell Trust Co bought a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 7,484 shares of the company's stock, valued at approximately $688,000. A number of other hedge funds and other
Mid-cap momentum is building up as investors seek a balance between shaky large caps and volatile small caps. These ETFs -- FNX, MDYV, MDY, IJH & IWR -- are climbing.
Daner Wealth Management LLC bought a new stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 36,662 shares of the company's stock, valued at approximately $3,445,000. iShares Russell Mid-Cap ETF
Baltimore Washington Financial Advisors Inc. decreased its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 3.0% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 81,786 shares of the company's stock after selling 2,532 shares during the period. Baltimore Washington Financial Advisors Inc.'s holdings
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the iShares Russell Mid-Cap ETF (IWR), a passively managed exchange traded fund launched on July 17, 2001.
Mid-cap ETFs should benefit from a soft economic landing and rate cuts, making now an attractive entry point, versus large-caps. IJH is my preferred pick over IWR, due to its higher quality holdings, lower expense ratio, and more conservative portfolio construction. Both funds offer diversified exposure to key sectors, but IJH's focus on profitability and stability positions it better for long-term growth.
Launched on July 17, 2001, the iShares Russell Mid-Cap ETF (IWR) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
CFRA found big discrepancies among the returns of the market's three largest mid-cap ETFs.
IWR offers diversified mid-cap exposure, reducing idiosyncratic and sector risk, with attractive valuations compared to large-cap peers. Mid-caps are positioned to benefit from domestic revenue reliance, especially as trade policy shifts and tariffs impact large-cap margins. Short-term economic headwinds—slower growth, inflation, and labor market uncertainty—may limit IWR's absolute returns in 2024.