Summit Wealth & Retirement Planning Inc. Makes New Investment in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Summit Wealth & Retirement Planning Inc. purchased a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 2,924 shares of the company’s stock, valued at approximately $259,000.

A number of other hedge funds also recently bought and sold shares of IWR. Legacy Investment Solutions LLC purchased a new stake in iShares Russell Mid-Cap ETF during the 3rd quarter valued at $26,000. First Pacific Financial bought a new position in shares of iShares Russell Mid-Cap ETF during the fourth quarter valued at $27,000. Hoese & Co LLP purchased a new stake in shares of iShares Russell Mid-Cap ETF during the fourth quarter valued at $32,000. Highline Wealth Partners LLC bought a new stake in iShares Russell Mid-Cap ETF in the 3rd quarter worth about $41,000. Finally, Field & Main Bank purchased a new position in iShares Russell Mid-Cap ETF in the 4th quarter worth about $41,000.

iShares Russell Mid-Cap ETF Stock Down 0.5 %

IWR opened at $92.16 on Friday. The stock has a market capitalization of $38.07 billion, a price-to-earnings ratio of 20.27 and a beta of 1.02. The firm has a 50 day moving average price of $91.19 and a 200-day moving average price of $88.76. iShares Russell Mid-Cap ETF has a twelve month low of $77.04 and a twelve month high of $96.00.

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.