Security National Bank Invests $28.86 Million in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Security National Bank purchased a new stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR) in the first quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 343,196 shares of the company’s stock, valued at approximately $28,859,000. iShares Russell Mid-Cap ETF accounts for approximately 4.4% of Security National Bank’s portfolio, making the stock its 4th largest position. Security National Bank owned 0.09% of iShares Russell Mid-Cap ETF at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Aspire Private Capital LLC purchased a new position in iShares Russell Mid-Cap ETF in the fourth quarter worth about $27,000. Raleigh Capital Management Inc. purchased a new position in iShares Russell Mid-Cap ETF in the 3rd quarter worth approximately $29,000. Criterion Capital Advisors LLC bought a new position in shares of iShares Russell Mid-Cap ETF during the 4th quarter valued at about $32,000. Financial Synergies Wealth Advisors Inc. grew its position in shares of iShares Russell Mid-Cap ETF by 120.9% during the first quarter. Financial Synergies Wealth Advisors Inc. now owns 380 shares of the company’s stock valued at $32,000 after purchasing an additional 208 shares in the last quarter. Finally, Bellevue Asset Management LLC increased its holdings in shares of iShares Russell Mid-Cap ETF by 67.9% in the fourth quarter. Bellevue Asset Management LLC now owns 470 shares of the company’s stock worth $37,000 after purchasing an additional 190 shares during the last quarter.

iShares Russell Mid-Cap ETF Trading Down 0.6 %

Shares of IWR stock traded down $0.49 on Wednesday, reaching $80.62. The company’s stock had a trading volume of 974,953 shares, compared to its average volume of 1,277,195. The stock’s fifty day simple moving average is $81.30 and its 200-day simple moving average is $79.97. iShares Russell Mid-Cap ETF has a 1 year low of $64.66 and a 1 year high of $84.33. The company has a market capitalization of $33.30 billion, a price-to-earnings ratio of 20.27 and a beta of 1.02.

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.