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

Falcon Wealth Planning grew its stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 0.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 158,215 shares of the company’s stock after acquiring an additional 1,371 shares during the quarter. iShares Russell Mid-Cap Growth ETF comprises approximately 2.2% of Falcon Wealth Planning’s investment portfolio, making the stock its 16th biggest position. Falcon Wealth Planning owned about 0.12% of iShares Russell Mid-Cap Growth ETF worth $20,054,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IWP. Revolve Wealth Partners LLC raised its position in shares of iShares Russell Mid-Cap Growth ETF by 2.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,370 shares of the company’s stock valued at $934,000 after buying an additional 182 shares during the period. Joseph P. Lucia & Associates LLC raised its position in iShares Russell Mid-Cap Growth ETF by 2.5% in the fourth quarter. Joseph P. Lucia & Associates LLC now owns 3,514 shares of the company’s stock valued at $445,000 after purchasing an additional 85 shares during the period. Northwest Financial Advisors lifted its stake in shares of iShares Russell Mid-Cap Growth ETF by 339.3% in the 4th quarter. Northwest Financial Advisors now owns 1,788 shares of the company’s stock valued at $227,000 after purchasing an additional 1,381 shares during the last quarter. Mount Yale Investment Advisors LLC grew its holdings in shares of iShares Russell Mid-Cap Growth ETF by 203.0% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 7,271 shares of the company’s stock worth $922,000 after purchasing an additional 4,871 shares during the period. Finally, PFG Investments LLC increased its position in shares of iShares Russell Mid-Cap Growth ETF by 11.1% during the 4th quarter. PFG Investments LLC now owns 2,641 shares of the company’s stock worth $335,000 after purchasing an additional 263 shares during the last quarter.

iShares Russell Mid-Cap Growth ETF Price Performance

Shares of IWP opened at $134.87 on Wednesday. The stock has a market cap of $17.45 billion, a PE ratio of 29.60 and a beta of 1.15. The firm has a 50-day simple moving average of $131.97 and a two-hundred day simple moving average of $121.60. iShares Russell Mid-Cap Growth ETF has a 1-year low of $101.12 and a 1-year high of $138.84.

iShares Russell Mid-Cap Growth ETF Company Profile

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).