Wells Financial Advisors INC decreased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 22.8% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,155 shares of the company’s stock after selling 3,295 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 1.0% of Wells Financial Advisors INC’s portfolio, making the stock its 26th biggest holding. Wells Financial Advisors INC’s holdings in iShares Core S&P Mid-Cap ETF were worth $692,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. Embree Financial Group increased its stake in iShares Core S&P Mid-Cap ETF by 29.7% in the 2nd quarter. Embree Financial Group now owns 58,176 shares of the company’s stock worth $3,608,000 after acquiring an additional 13,336 shares during the last quarter. Alley Investment Management Company LLC increased its stake in iShares Core S&P Mid-Cap ETF by 0.6% in the 1st quarter. Alley Investment Management Company LLC now owns 128,886 shares of the company’s stock worth $7,520,000 after acquiring an additional 818 shares during the last quarter. Greenfield Savings Bank increased its stake in iShares Core S&P Mid-Cap ETF by 2.8% in the 2nd quarter. Greenfield Savings Bank now owns 86,364 shares of the company’s stock worth $5,356,000 after acquiring an additional 2,387 shares during the last quarter. Clay Northam Wealth Management LLC increased its stake in iShares Core S&P Mid-Cap ETF by 7.3% in the 2nd quarter. Clay Northam Wealth Management LLC now owns 43,135 shares of the company’s stock worth $2,675,000 after acquiring an additional 2,940 shares during the last quarter. Finally, Guyasuta Investment Advisors Inc. increased its stake in iShares Core S&P Mid-Cap ETF by 2.5% in the 2nd quarter. Guyasuta Investment Advisors Inc. now owns 10,113 shares of the company’s stock worth $627,000 after acquiring an additional 248 shares during the last quarter. Institutional investors own 14.60% of the company’s stock.
iShares Core S&P Mid-Cap ETF Price Performance
NYSEARCA:IJH opened at $63.25 on Monday. iShares Core S&P Mid-Cap ETF has a 1 year low of $50.15 and a 1 year high of $68.33. The stock’s 50 day simple moving average is $64.80 and its two-hundred day simple moving average is $61.55. The company has a market cap of $96.82 billion, a price-to-earnings ratio of 19.00 and a beta of 1.12.
About iShares Core S&P Mid-Cap ETF
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).
See Also
- Five stocks we like better than iShares Core S&P Mid-Cap ETF
- Consumer Staples Stocks, Explained
- Microsoft 365 Premium Marks the Next Phase of AI Monetization
- 3 Natural Gas Stocks That Offer Great Dividend Yields
- Could Target’s Week of Discounts Come Full Circle for Investors?
- Dividend Payout Ratio Calculator
- 3 Reasons to Buy Sprouts Farmers Market Ahead of Earnings
Want to see what other hedge funds are holding IJH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report).
Receive News & Ratings for iShares Core S&P Mid-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P Mid-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.