Willow Creek Wealth Management Inc. Sells 537 Shares of iShares Russell Mid-Cap ETF $IWR

Willow Creek Wealth Management Inc. reduced its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR) by 13.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,553 shares of the company’s stock after selling 537 shares during the quarter. Willow Creek Wealth Management Inc.’s holdings in iShares Russell Mid-Cap ETF were worth $327,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Charles Schwab Trust Co boosted its position in shares of iShares Russell Mid-Cap ETF by 1.5% in the second quarter. Charles Schwab Trust Co now owns 38,121 shares of the company’s stock valued at $3,506,000 after acquiring an additional 578 shares during the period. Townsend Asset Management Corp NC ADV raised its stake in iShares Russell Mid-Cap ETF by 3.9% in the second quarter. Townsend Asset Management Corp NC ADV now owns 3,614 shares of the company’s stock valued at $332,000 after purchasing an additional 136 shares in the last quarter. Kendall Capital Management purchased a new stake in iShares Russell Mid-Cap ETF in the second quarter valued at approximately $533,000. Patton Fund Management Inc. raised its stake in iShares Russell Mid-Cap ETF by 2.3% in the second quarter. Patton Fund Management Inc. now owns 165,655 shares of the company’s stock valued at $15,235,000 after purchasing an additional 3,707 shares in the last quarter. Finally, Southern Capital Advisors LLC raised its stake in iShares Russell Mid-Cap ETF by 3.8% in the second quarter. Southern Capital Advisors LLC now owns 17,238 shares of the company’s stock valued at $1,585,000 after purchasing an additional 637 shares in the last quarter. 80.16% of the stock is currently owned by institutional investors.

iShares Russell Mid-Cap ETF Price Performance

Shares of IWR opened at $96.16 on Friday. iShares Russell Mid-Cap ETF has a 1-year low of $73.17 and a 1-year high of $97.59. The firm’s 50 day simple moving average is $95.14 and its 200 day simple moving average is $89.90. The company has a market capitalization of $44.23 billion, a P/E ratio of 21.00 and a beta of 1.09.

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.