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

Walled Lake Planning & Wealth Management LLC raised its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWRGet Rating) by 198.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,041 shares of the company’s stock after purchasing an additional 3,350 shares during the period. Walled Lake Planning & Wealth Management LLC’s holdings in iShares Russell Mid-Cap ETF were worth $418,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of IWR. Moors & Cabot Inc. increased its stake in shares of iShares Russell Mid-Cap ETF by 786.2% in the third quarter. Moors & Cabot Inc. now owns 25,000 shares of the company’s stock worth $25,000 after purchasing an additional 22,179 shares in the last quarter. Wolff Wiese Magana LLC grew its stake in iShares Russell Mid-Cap ETF by 80.8% during the fourth quarter. Wolff Wiese Magana LLC now owns 470 shares of the company’s stock valued at $39,000 after acquiring an additional 210 shares in the last quarter. Confluence Wealth Services Inc. purchased a new position in iShares Russell Mid-Cap ETF during the fourth quarter valued at approximately $50,000. Capital Asset Advisory Services LLC grew its stake in iShares Russell Mid-Cap ETF by 26.5% during the fourth quarter. Capital Asset Advisory Services LLC now owns 715 shares of the company’s stock valued at $59,000 after acquiring an additional 150 shares in the last quarter. Finally, Charter Oak Capital Management LLC grew its stake in iShares Russell Mid-Cap ETF by 69.8% during the fourth quarter. Charter Oak Capital Management LLC now owns 730 shares of the company’s stock valued at $61,000 after acquiring an additional 300 shares in the last quarter.

NYSEARCA:IWR traded up $2.06 during mid-day trading on Friday, hitting $69.86. 2,667,378 shares of the stock traded hands, compared to its average volume of 2,367,618. The business’s 50-day moving average price is $75.11 and its 200 day moving average price is $78.22. iShares Russell Mid-Cap ETF has a 12-month low of $66.60 and a 12-month high of $85.54.

iShares Russell Mid-Cap ETF Company Profile (Get Rating)

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.

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Institutional Ownership by Quarter for iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

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