Landmark Wealth Management LLC Has $5.70 Million Position in iShares Core S&P Mid-Cap ETF $IJH

Landmark Wealth Management LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 91,874 shares of the company’s stock after purchasing an additional 593 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for about 2.4% of Landmark Wealth Management LLC’s investment portfolio, making the stock its 13th biggest holding. Landmark Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $5,698,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mullooly Asset Management Inc. bought a new position in iShares Core S&P Mid-Cap ETF during the first quarter worth about $462,545,000. Wealthspire Advisors LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 103.5% during the 1st quarter. Wealthspire Advisors LLC now owns 15,480,038 shares of the company’s stock valued at $903,260,000 after acquiring an additional 7,873,056 shares during the period. Bank of New York Mellon Corp lifted its stake in iShares Core S&P Mid-Cap ETF by 14.3% during the first quarter. Bank of New York Mellon Corp now owns 59,401,100 shares of the company’s stock worth $3,466,054,000 after purchasing an additional 7,414,265 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 19.9% in the first quarter. Envestnet Asset Management Inc. now owns 34,056,217 shares of the company’s stock worth $1,987,180,000 after acquiring an additional 5,645,200 shares during the last quarter. Finally, First Command Advisory Services Inc. lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 39.7% in the 1st quarter. First Command Advisory Services Inc. now owns 15,161,869 shares of the company’s stock valued at $932,382,000 after acquiring an additional 4,306,550 shares during the last quarter. 14.60% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA IJH opened at $63.25 on Friday. The company has a 50 day simple moving average of $64.80 and a 200 day simple moving average of $61.54. The firm has a market cap of $96.82 billion, a PE ratio of 19.00 and a beta of 1.12. iShares Core S&P Mid-Cap ETF has a 1 year low of $50.15 and a 1 year high of $68.33.

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).