iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Acquired by Holistic Planning LLC

Holistic Planning LLC increased its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 7.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,842 shares of the company’s stock after purchasing an additional 263 shares during the quarter. Holistic Planning LLC’s holdings in iShares Russell Mid-Cap ETF were worth $340,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Legacy Investment Solutions LLC acquired a new stake in shares of iShares Russell Mid-Cap ETF in the third quarter worth $26,000. First Pacific Financial acquired a new stake in iShares Russell Mid-Cap ETF in the 4th quarter valued at $27,000. Future Financial Wealth Managment LLC purchased a new position in iShares Russell Mid-Cap ETF in the third quarter valued at about $30,000. Hoese & Co LLP purchased a new position in iShares Russell Mid-Cap ETF in the fourth quarter valued at about $32,000. Finally, Highline Wealth Partners LLC acquired a new position in shares of iShares Russell Mid-Cap ETF during the third quarter worth about $41,000.

iShares Russell Mid-Cap ETF Stock Performance

IWR stock opened at $92.07 on Monday. The firm has a market cap of $38.03 billion, a P/E ratio of 20.27 and a beta of 1.02. iShares Russell Mid-Cap ETF has a 1 year low of $76.25 and a 1 year high of $96.00. The stock has a 50-day simple moving average of $91.51 and a 200-day simple moving average of $88.53.

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.