Balanced Wealth Group LLC Decreases Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Balanced Wealth Group LLC reduced its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,761 shares of the company’s stock after selling 2,175 shares during the period. iShares Core S&P Mid-Cap ETF comprises approximately 1.7% of Balanced Wealth Group LLC’s portfolio, making the stock its 14th largest position. Balanced Wealth Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $3,864,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Bedel Financial Consulting Inc. lifted its position in shares of iShares Core S&P Mid-Cap ETF by 2.7% during the 4th quarter. Bedel Financial Consulting Inc. now owns 34,144 shares of the company’s stock worth $2,216,000 after purchasing an additional 909 shares during the last quarter. Sheaff Brock Investment Advisors LLC lifted its position in iShares Core S&P Mid-Cap ETF by 2.9% in the fourth quarter. Sheaff Brock Investment Advisors LLC now owns 13,420 shares of the company’s stock valued at $836,000 after acquiring an additional 375 shares during the last quarter. Novare Capital Management LLC lifted its position in iShares Core S&P Mid-Cap ETF by 10.7% in the fourth quarter. Novare Capital Management LLC now owns 129,554 shares of the company’s stock valued at $8,073,000 after acquiring an additional 12,486 shares during the last quarter. Oak Harbor Wealth Partners LLC lifted its position in iShares Core S&P Mid-Cap ETF by 17.1% in 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. Finally, SC&H Financial Advisors Inc. lifted its position in iShares Core S&P Mid-Cap ETF by 16.2% in the fourth quarter. SC&H Financial Advisors Inc. now owns 13,773 shares of the company’s stock valued at $858,000 after acquiring an additional 1,919 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of IJH opened at $58.11 on Thursday. iShares Core S&P Mid-Cap ETF has a 1-year low of $56.01 and a 1-year high of $68.33. The stock has a market cap of $88.91 billion, a PE ratio of 18.98 and a beta of 1.14. The firm has a fifty day moving average price of $63.00 and a 200 day moving average price of $63.19.

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).