Walled Lake Planning & Wealth Management LLC Grows Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Walled Lake Planning & Wealth Management LLC grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 7.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,477 shares of the company’s stock after purchasing an additional 621 shares during the quarter. Walled Lake Planning & Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $749,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in IWR. Summit Investment Advisory Services LLC boosted its position in iShares Russell Mid-Cap ETF by 2.1% in the 4th quarter. Summit Investment Advisory Services LLC now owns 7,688 shares of the company’s stock valued at $680,000 after buying an additional 161 shares during the period. Brookstone Capital Management purchased a new stake in shares of iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $268,000. Hilltop Holdings Inc. grew its stake in iShares Russell Mid-Cap ETF by 1.9% in the third quarter. Hilltop Holdings Inc. now owns 33,376 shares of the company’s stock worth $2,942,000 after purchasing an additional 608 shares in the last quarter. FMR LLC increased its holdings in iShares Russell Mid-Cap ETF by 2.2% during the 3rd quarter. FMR LLC now owns 2,872,877 shares of the company’s stock worth $253,215,000 after purchasing an additional 63,048 shares during the period. Finally, Synovus Financial Corp increased its holdings in iShares Russell Mid-Cap ETF by 0.5% during the 3rd quarter. Synovus Financial Corp now owns 1,041,917 shares of the company’s stock worth $91,835,000 after purchasing an additional 5,247 shares during the period.

iShares Russell Mid-Cap ETF Trading Down 1.7 %

Shares of IWR stock opened at $84.63 on Friday. The stock has a market capitalization of $37.87 billion, a price-to-earnings ratio of 20.81 and a beta of 1.13. iShares Russell Mid-Cap ETF has a twelve month low of $78.36 and a twelve month high of $96.01. The stock has a fifty day simple moving average of $89.34 and a two-hundred day simple moving average of $89.79.

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.