Valley Forge Investment Consultants Inc. ADV raised its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 340,214 shares of the company’s stock after acquiring an additional 25,005 shares during the period. iShares Core S&P Mid-Cap ETF makes up approximately 6.5% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its 4th largest position. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P Mid-Cap ETF were worth $22,202,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 4.2% during the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock worth $4,840,000 after buying an additional 3,155 shares in the last quarter. Ieq Capital LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 21.4% in the first quarter. Ieq Capital LLC now owns 80,379 shares of the company’s stock valued at $4,690,000 after acquiring an additional 14,194 shares in the last quarter. Truvestments Capital LLC increased its position in iShares Core S&P Mid-Cap ETF by 152.8% during the first quarter. Truvestments Capital LLC now owns 890 shares of the company’s stock worth $52,000 after acquiring an additional 538 shares during the period. GKV Capital Management Co. Inc. bought a new position in iShares Core S&P Mid-Cap ETF during the first quarter worth about $55,000. Finally, Titleist Asset Management LLC raised its stake in iShares Core S&P Mid-Cap ETF by 52.9% in the 1st quarter. Titleist Asset Management LLC now owns 442,257 shares of the company’s stock worth $25,806,000 after purchasing an additional 153,061 shares in the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.
iShares Core S&P Mid-Cap ETF Stock Up 0.0%
NYSEARCA IJH opened at $67.33 on Friday. The firm has a 50-day moving average price of $65.61 and a two-hundred day moving average price of $64.49. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $68.22. The company has a market capitalization of $103.32 billion, a P/E ratio of 19.00 and a beta of 1.07.
iShares Core S&P Mid-Cap ETF Profile
Ishares S&P Midcap 400 Index Fund, formerly The iShares Core S&P Mid-Cap ETF (the Fund), seeks investment results that correspond to the price and yield performance, before fees and expenses, of the United States mid-cap stocks, as represented by the Standard & Poor’s MidCap 400 (the Underlying Index). The Underlying Index measures the performance of the mid-capitalization sector of the United States equity market. The Underlying Index consists of stocks from a range of industries. Components include financial, industrials, and information technology companies.
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