Northern Oak Wealth Management Inc. Has $145,000 Position in iShares Russell Mid-Cap ETF (IWR)

Northern Oak Wealth Management Inc. boosted its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 300.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,120 shares of the company’s stock after purchasing an additional 2,340 shares during the quarter. Northern Oak Wealth Management Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $145,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the stock. Community Bank N.A. increased its stake in iShares Russell Mid-Cap ETF by 300.0% in the fourth quarter. Community Bank N.A. now owns 580 shares of the company’s stock valued at $27,000 after purchasing an additional 435 shares during the last quarter. Great Lakes Advisors LLC increased its stake in iShares Russell Mid-Cap ETF by 2.3% in the third quarter. Great Lakes Advisors LLC now owns 24,565 shares of the company’s stock valued at $5,417,000 after purchasing an additional 547 shares during the last quarter. Riverview Trust Co acquired a new position in iShares Russell Mid-Cap ETF in the fourth quarter valued at $27,000. Kistler Tiffany Companies LLC increased its stake in iShares Russell Mid-Cap ETF by 300.0% in the fourth quarter. Kistler Tiffany Companies LLC now owns 900 shares of the company’s stock valued at $42,000 after purchasing an additional 675 shares during the last quarter. Finally, Sterling Investment Advisors Ltd. increased its stake in iShares Russell Mid-Cap ETF by 300.0% during the fourth quarter. Sterling Investment Advisors Ltd. now owns 940 shares of the company’s stock worth $43,000 after acquiring an additional 705 shares during the last quarter.

IWR stock opened at $54.06 on Tuesday. iShares Russell Mid-Cap ETF has a 1 year low of $43.64 and a 1 year high of $56.23.

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About iShares Russell Mid-Cap ETF

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.

Further Reading: Return On Assets

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

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