Holistic Planning LLC Takes $315,000 Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Holistic Planning LLC purchased a new position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the third quarter, HoldingsChannel reports. The fund purchased 3,579 shares of the company’s stock, valued at approximately $315,000.

Other large investors have also added to or reduced their stakes in the company. Mutual of America Capital Management LLC boosted its position in iShares Russell Mid-Cap ETF by 7.0% in the first quarter. Mutual of America Capital Management LLC now owns 9,035 shares of the company’s stock valued at $760,000 after buying an additional 595 shares during the last quarter. Cambridge Trust Co. increased its stake in shares of iShares Russell Mid-Cap ETF by 2.8% in the first quarter. Cambridge Trust Co. now owns 8,344 shares of the company’s stock worth $702,000 after acquiring an additional 224 shares during the period. LRI Investments LLC acquired a new position in iShares Russell Mid-Cap ETF during the first quarter valued at $120,000. Gradient Investments LLC lifted its position in iShares Russell Mid-Cap ETF by 358.6% during the second quarter. Gradient Investments LLC now owns 12,414 shares of the company’s stock valued at $1,007,000 after purchasing an additional 9,707 shares during the period. Finally, Motiv8 Investments LLC boosted its holdings in iShares Russell Mid-Cap ETF by 9.4% in the second quarter. Motiv8 Investments LLC now owns 30,329 shares of the company’s stock valued at $2,459,000 after purchasing an additional 2,609 shares during the last quarter.

iShares Russell Mid-Cap ETF Stock Performance

NYSEARCA IWR opened at $92.63 on Friday. The firm has a market capitalization of $38.27 billion, a P/E ratio of 20.27 and a beta of 1.02. The stock has a 50-day simple moving average of $87.77 and a two-hundred day simple moving average of $84.23. iShares Russell Mid-Cap ETF has a fifty-two week low of $67.59 and a fifty-two week high of $92.77.

About iShares Russell Mid-Cap ETF

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.