iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Shares Acquired by Falcon Wealth Planning


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Falcon Wealth Planning grew its position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 10.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 70,639 shares of the company’s stock after purchasing an additional 6,703 shares during the quarter. iShares Russell Mid-Cap Growth ETF makes up 3.5% of Falcon Wealth Planning’s investment portfolio, making the stock its 11th largest position. Falcon Wealth Planning’s holdings in iShares Russell Mid-Cap Growth ETF were worth $7,209,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in IWP. Kathmere Capital Management LLC acquired a new stake in iShares Russell Mid-Cap Growth ETF during the 3rd quarter worth $228,000. Southern Wealth Management LLP raised its stake in iShares Russell Mid-Cap Growth ETF by 16.1% during the 3rd quarter. Southern Wealth Management LLP now owns 13,063 shares of the company’s stock worth $2,258,000 after acquiring an additional 1,812 shares in the last quarter. Elevated Capital Advisors LLC increased its stake in iShares Russell Mid-Cap Growth ETF by 5.0% in the third quarter. Elevated Capital Advisors LLC now owns 11,236 shares of the company’s stock valued at $2,055,000 after purchasing an additional 536 shares during the period. Brinker Capital Investments LLC acquired a new position in iShares Russell Mid-Cap Growth ETF in the third quarter valued at $25,618,000. Finally, Sei Investments Co. increased its stake in iShares Russell Mid-Cap Growth ETF by 41.7% in the third quarter. Sei Investments Co. now owns 24,586 shares of the company’s stock valued at $4,250,000 after purchasing an additional 7,238 shares during the period.

NYSEARCA IWP traded up $0.85 during trading on Thursday, reaching $108.67. The company’s stock had a trading volume of 9,539 shares, compared to its average volume of 1,022,767. iShares Russell Mid-Cap Growth ETF has a twelve month low of $66.15 and a twelve month high of $112.69. The business’s fifty day moving average price is $103.21 and its 200-day moving average price is $102.28.

About iShares Russell Mid-Cap Growth ETF

iShares Russell Mid-Cap Growth ETF, formerly iShares Russell Midcap Growth Index Fund (the Growth Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell Midcap Growth Index (the Growth Index).

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Institutional Ownership by Quarter for iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

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