iShares Core S&P Mid-Cap ETF $IJH Position Decreased by Avaii Wealth Management LLC

Avaii Wealth Management LLC lowered its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 96.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,536 shares of the company’s stock after selling 136,081 shares during the period. Avaii Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $365,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in IJH. Coyle Financial Counsel LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 33.6% during the third quarter. Coyle Financial Counsel LLC now owns 290,109 shares of the company’s stock worth $18,932,000 after acquiring an additional 72,902 shares in the last quarter. Clarity Wealth Advisors LLC grew its stake in iShares Core S&P Mid-Cap ETF by 2.9% in the third quarter. Clarity Wealth Advisors LLC now owns 261,065 shares of the company’s stock valued at $17,037,000 after purchasing an additional 7,470 shares in the last quarter. Cerity Partners LLC increased its position in iShares Core S&P Mid-Cap ETF by 13.3% in the 3rd quarter. Cerity Partners LLC now owns 4,992,224 shares of the company’s stock worth $325,792,000 after purchasing an additional 585,414 shares during the last quarter. American Trust increased its position in iShares Core S&P Mid-Cap ETF by 2.4% in the 2nd quarter. American Trust now owns 782,741 shares of the company’s stock worth $48,546,000 after purchasing an additional 18,062 shares during the last quarter. Finally, Bright Futures Wealth Management LLC. purchased a new stake in shares of iShares Core S&P Mid-Cap ETF during the 3rd quarter worth about $1,231,000. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of iShares Core S&P Mid-Cap ETF stock opened at $67.21 on Friday. The firm has a market cap of $104.97 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07. iShares Core S&P Mid-Cap ETF has a 52-week low of $50.15 and a 52-week high of $72.56. The stock has a 50-day simple moving average of $69.72 and a 200-day simple moving average of $67.22.

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.