Walled Lake Planning & Wealth Management LLC Buys 621 Shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Walled Lake Planning & Wealth Management LLC boosted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 7.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor 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 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp boosted its holdings in shares of iShares Russell Mid-Cap ETF by 44.7% in the 4th quarter. Jones Financial Companies Lllp now owns 62,207,278 shares of the company’s stock valued at $5,499,123,000 after buying an additional 19,216,938 shares in the last quarter. Raymond James Financial Inc. acquired a new stake in iShares Russell Mid-Cap ETF in the fourth quarter valued at approximately $237,761,000. Strategic Financial Concepts LLC boosted its stake in iShares Russell Mid-Cap ETF by 9,889.6% in the fourth quarter. Strategic Financial Concepts LLC now owns 544,732 shares of the company’s stock valued at $48,154,000 after acquiring an additional 539,279 shares in the last quarter. Atlas Legacy Advisors LLC purchased a new position in iShares Russell Mid-Cap ETF in the fourth quarter worth $24,598,000. Finally, JPMorgan Chase & Co. increased its position in shares of iShares Russell Mid-Cap ETF by 2.9% during the third quarter. JPMorgan Chase & Co. now owns 7,059,914 shares of the company’s stock worth $622,261,000 after purchasing an additional 198,719 shares in the last quarter.

iShares Russell Mid-Cap ETF Price Performance

iShares Russell Mid-Cap ETF stock opened at $84.63 on Friday. iShares Russell Mid-Cap ETF has a 1-year low of $78.36 and a 1-year high of $96.01. The business has a fifty day moving average price of $89.34 and a 200-day moving average price of $89.79. 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 Company 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.