Investments & Financial Planning LLC Lowers Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Investments & Financial Planning LLC reduced its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 395,142 shares of the company’s stock after selling 1,766 shares during the period. iShares Core S&P Mid-Cap ETF accounts for approximately 15.6% of Investments & Financial Planning LLC’s portfolio, making the stock its 3rd largest holding. Investments & Financial Planning LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $24,625,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Private Ocean LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 352.7% during the 1st quarter. Private Ocean LLC now owns 29,148 shares of the company’s stock valued at $1,770,000 after buying an additional 22,710 shares in the last quarter. Little House Capital LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 605.7% during the first quarter. Little House Capital LLC now owns 144,138 shares of the company’s stock worth $8,755,000 after purchasing an additional 123,713 shares in the last quarter. Trust Co. of Virginia VA grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 407.8% during the first quarter. Trust Co. of Virginia VA now owns 16,387 shares of the company’s stock worth $995,000 after purchasing an additional 13,160 shares in the last quarter. American National Bank & Trust Co. VA purchased a new position in shares of iShares Core S&P Mid-Cap ETF during the first quarter worth about $374,000. Finally, Affinity Capital Advisors LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 8.8% during the third quarter. Affinity Capital Advisors LLC now owns 111,692 shares of the company’s stock worth $6,961,000 after purchasing an additional 9,012 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Trading Down 0.3 %

Shares of NYSEARCA IJH opened at $63.24 on Wednesday. iShares Core S&P Mid-Cap ETF has a 12 month low of $46.30 and a 12 month high of $63.97. The firm has a market capitalization of $88.54 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The business has a 50-day moving average of $61.02 and a 200-day moving average of $59.75.

iShares Core S&P Mid-Cap ETF Company 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).