Holistic Financial Partners Purchases 112 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Holistic Financial Partners grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 2.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 4,712 shares of the company’s stock after buying an additional 112 shares during the period. Holistic Financial Partners’ holdings in iShares Russell Mid-Cap ETF were worth $417,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Summit Investment Advisory Services LLC raised its position in shares of iShares Russell Mid-Cap ETF by 2.1% during the fourth 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 last quarter. Transcendent Capital Group LLC raised its position in shares of iShares Russell Mid-Cap ETF by 150.2% during the third quarter. Transcendent Capital Group LLC now owns 523 shares of the company’s stock valued at $46,000 after buying an additional 314 shares during the last quarter. Brookstone Capital Management acquired a new position in shares of iShares Russell Mid-Cap ETF during the fourth quarter valued at about $268,000. Hilltop Holdings Inc. raised its position in shares of iShares Russell Mid-Cap ETF by 1.9% during the third quarter. Hilltop Holdings Inc. now owns 33,376 shares of the company’s stock valued at $2,942,000 after buying an additional 608 shares during the last quarter. Finally, FMR LLC raised its position in shares of iShares Russell Mid-Cap ETF by 2.2% during the third quarter. FMR LLC now owns 2,872,877 shares of the company’s stock valued at $253,215,000 after buying an additional 63,048 shares during the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

Shares of IWR opened at $89.88 on Monday. The company has a 50-day simple moving average of $90.77 and a 200-day simple moving average of $89.48. The firm has a market capitalization of $39.12 billion, a P/E ratio of 21.79 and a beta of 1.12. iShares Russell Mid-Cap ETF has a 52 week low of $78.36 and a 52 week high of $96.00.

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.