Capital Advisors Wealth Management LLC Lowers Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Capital Advisors Wealth Management LLC cut its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 6.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,971 shares of the company’s stock after selling 977 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $871,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Asset Dedication LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 2.7% during the 3rd quarter. Asset Dedication LLC now owns 5,980 shares of the company’s stock worth $373,000 after purchasing an additional 160 shares during the period. Forte Asset Management LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF by 0.5% during the third quarter. Forte Asset Management LLC now owns 33,195 shares of the company’s stock valued at $2,069,000 after buying an additional 162 shares during the period. Amplius Wealth Advisors LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF by 0.5% during the third quarter. Amplius Wealth Advisors LLC now owns 33,362 shares of the company’s stock valued at $2,079,000 after buying an additional 167 shares during the period. Grant Street Asset Management Inc. raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.3% in the third quarter. Grant Street Asset Management Inc. now owns 7,395 shares of the company’s stock valued at $461,000 after acquiring an additional 168 shares in the last quarter. Finally, Tidemark LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 8.5% in the third quarter. Tidemark LLC now owns 2,159 shares of the company’s stock worth $135,000 after acquiring an additional 169 shares during the period.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $64.41 on Friday. iShares Core S&P Mid-Cap ETF has a one year low of $53.30 and a one year high of $68.33. The company has a market capitalization of $90.17 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The company’s 50-day simple moving average is $64.64 and its two-hundred day simple moving average is $62.27.

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).