Castle Wealth Management LLC Raises Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Castle Wealth Management LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.7% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 84,111 shares of the company’s stock after purchasing an additional 2,242 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for about 2.1% of Castle Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. Castle Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $5,242,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of IJH. JPMorgan Chase & Co. grew its stake in shares of iShares Core S&P Mid-Cap ETF by 407.0% in the first quarter. JPMorgan Chase & Co. now owns 38,027,122 shares of the company’s stock valued at $2,309,767,000 after buying an additional 30,526,866 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 83.0% during the second quarter. Envestnet Asset Management Inc. now owns 24,275,880 shares of the company’s stock valued at $1,420,625,000 after purchasing an additional 11,011,385 shares during the period. Raymond James & Associates lifted its position in shares of iShares Core S&P Mid-Cap ETF by 45.7% during the third quarter. Raymond James & Associates now owns 27,500,341 shares of the company’s stock worth $1,713,821,000 after purchasing an additional 8,628,060 shares in the last quarter. Wealthspire Advisors LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 398.7% in the first quarter. Wealthspire Advisors LLC now owns 6,754,616 shares of the company’s stock valued at $410,275,000 after purchasing an additional 5,400,307 shares during the period. Finally, Strategic Financial Concepts LLC lifted its holdings in iShares Core S&P Mid-Cap ETF by 3,839.5% in the 2nd quarter. Strategic Financial Concepts LLC now owns 4,171,195 shares of the company’s stock worth $2,441,000 after buying an additional 4,065,314 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

NYSEARCA:IJH opened at $65.49 on Thursday. The firm has a 50-day moving average of $61.95 and a two-hundred day moving average of $60.24. The stock has a market cap of $91.69 billion, a P/E ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a 1-year low of $48.02 and a 1-year high of $65.82.

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).