Waterloo Capital L.P. Boosts Stock Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Waterloo Capital L.P. grew its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 25.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 93,108 shares of the company’s stock after purchasing an additional 19,177 shares during the period. Waterloo Capital L.P.’s holdings in iShares Russell Mid-Cap ETF were worth $8,231,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. IFG Advisors LLC lifted its position in shares of iShares Russell Mid-Cap ETF by 0.7% during the fourth quarter. IFG Advisors LLC now owns 15,992 shares of the company’s stock worth $1,414,000 after acquiring an additional 110 shares in the last quarter. Heritage Financial Services LLC lifted its holdings in iShares Russell Mid-Cap ETF by 4.9% during the 4th quarter. Heritage Financial Services LLC now owns 2,397 shares of the company’s stock worth $212,000 after purchasing an additional 112 shares in the last quarter. Holistic Financial Partners boosted its stake in iShares Russell Mid-Cap ETF by 2.4% in the 4th quarter. Holistic Financial Partners now owns 4,712 shares of the company’s stock worth $417,000 after purchasing an additional 112 shares during the period. Certified Advisory Corp grew its holdings in iShares Russell Mid-Cap ETF by 1.1% during the 4th quarter. Certified Advisory Corp now owns 10,159 shares of the company’s stock valued at $898,000 after buying an additional 115 shares in the last quarter. Finally, Meridian Financial Partners LLC increased its position in shares of iShares Russell Mid-Cap ETF by 0.5% during the fourth quarter. Meridian Financial Partners LLC now owns 23,482 shares of the company’s stock valued at $2,076,000 after buying an additional 116 shares during the period.

iShares Russell Mid-Cap ETF Trading Down 5.8 %

IWR stock opened at $76.94 on Friday. The firm has a 50 day moving average of $88.41 and a 200-day moving average of $89.70. The firm has a market capitalization of $34.43 billion, a P/E ratio of 20.81 and a beta of 1.13. iShares Russell Mid-Cap ETF has a 12 month low of $76.59 and a 12 month high of $96.01.

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.