Compound Planning Inc. Boosts Stock Holdings in iShares Russell Mid-Cap ETF $IWR

Compound Planning Inc. boosted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 49.8% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,028 shares of the company’s stock after acquiring an additional 4,993 shares during the period. Compound Planning Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $1,278,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. US Bancorp DE grew its stake in iShares Russell Mid-Cap ETF by 2.2% during the first quarter. US Bancorp DE now owns 19,325,451 shares of the company’s stock valued at $1,644,034,000 after acquiring an additional 418,491 shares in the last quarter. Northern Trust Corp grew its stake in iShares Russell Mid-Cap ETF by 0.8% during the first quarter. Northern Trust Corp now owns 9,371,071 shares of the company’s stock valued at $797,197,000 after acquiring an additional 75,638 shares in the last quarter. Baird Financial Group Inc. grew its stake in iShares Russell Mid-Cap ETF by 0.8% during the fourth quarter. Baird Financial Group Inc. now owns 8,076,087 shares of the company’s stock valued at $713,926,000 after acquiring an additional 61,342 shares in the last quarter. Bank of New York Mellon Corp grew its stake in iShares Russell Mid-Cap ETF by 11.7% during the first quarter. Bank of New York Mellon Corp now owns 8,018,338 shares of the company’s stock valued at $682,120,000 after acquiring an additional 840,839 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its stake in iShares Russell Mid-Cap ETF by 4.7% during the fourth quarter. Ameriprise Financial Inc. now owns 4,152,355 shares of the company’s stock valued at $366,343,000 after acquiring an additional 186,219 shares in the last quarter. 80.16% of the stock is owned by hedge funds and other institutional investors.

iShares Russell Mid-Cap ETF Stock Performance

IWR opened at $96.12 on Friday. The stock has a market capitalization of $44.22 billion, a price-to-earnings ratio of 21.00 and a beta of 1.09. The company has a fifty day moving average of $93.09 and a 200 day moving average of $88.76. iShares Russell Mid-Cap ETF has a fifty-two week low of $73.17 and a fifty-two week high of $96.43.

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.