Castle Wealth Management LLC Has $4.92 Million Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Castle Wealth Management LLC grew its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.4% during the first quarter, HoldingsChannel reports. The firm owned 84,318 shares of the company’s stock after buying an additional 1,937 shares during the period. iShares Core S&P Mid-Cap ETF comprises approximately 1.9% of Castle Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Castle Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $4,920,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Alley Investment Management Company LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 0.6% during the first quarter. Alley Investment Management Company LLC now owns 128,886 shares of the company’s stock worth $7,520,000 after purchasing an additional 818 shares during the period. Oak Harbor Wealth Partners LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 17.1% during the fourth quarter. Oak Harbor Wealth Partners LLC now owns 29,361 shares of the company’s stock valued at $1,829,000 after acquiring an additional 4,283 shares during the last quarter. Mmbg Investment Advisors CO. increased its position in shares of iShares Core S&P Mid-Cap ETF by 132.0% during the 1st quarter. Mmbg Investment Advisors CO. now owns 24,570 shares of the company’s stock valued at $1,434,000 after purchasing an additional 13,980 shares during the last quarter. Ensign Peak Advisors Inc raised its position in iShares Core S&P Mid-Cap ETF by 26.3% in the fourth quarter. Ensign Peak Advisors Inc now owns 1,415,121 shares of the company’s stock worth $88,176,000 after acquiring an additional 294,848 shares during the period. Finally, Gallagher Capital Advisors LLC purchased a new position in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at approximately $13,537,000. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Up 1.0%

NYSEARCA IJH opened at $63.42 on Thursday. The company has a market cap of $96.95 billion, a PE ratio of 18.36 and a beta of 1.12. iShares Core S&P Mid-Cap ETF has a 52 week low of $50.15 and a 52 week high of $68.33. The firm’s 50-day simple moving average is $60.16 and its two-hundred day simple moving average is $60.57.

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).