BSW Wealth Partners Cuts Stake in iShares Core S&P Mid-Cap ETF $IJH

BSW Wealth Partners decreased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.7% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 76,898 shares of the company’s stock after selling 2,969 shares during the period. iShares Core S&P Mid-Cap ETF makes up about 0.7% of BSW Wealth Partners’ holdings, making the stock its 29th biggest holding. BSW Wealth Partners’ holdings in iShares Core S&P Mid-Cap ETF were worth $4,769,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. MorganRosel Wealth Management LLC purchased a new stake in iShares Core S&P Mid-Cap ETF during the 1st quarter valued at $29,000. American Capital Advisory LLC purchased a new stake in iShares Core S&P Mid-Cap ETF during the 1st quarter valued at $33,000. PMV Capital Advisers LLC purchased a new stake in iShares Core S&P Mid-Cap ETF during the 2nd quarter valued at $38,000. Banque Transatlantique SA purchased a new stake in iShares Core S&P Mid-Cap ETF during the 1st quarter valued at $35,000. Finally, Vermillion Wealth Management Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 324.2% during the 2nd quarter. Vermillion Wealth Management Inc. now owns 649 shares of the company’s stock valued at $40,000 after buying an additional 496 shares during the period. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Up 0.4%

Shares of IJH opened at $65.49 on Thursday. The stock has a market capitalization of $100.38 billion, a P/E ratio of 19.00 and a beta of 1.12. The firm has a fifty day simple moving average of $64.57 and a two-hundred day simple moving average of $61.25. iShares Core S&P Mid-Cap ETF has a twelve month low of $50.15 and a twelve month 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).