Carroll Financial Associates Inc. Has $4.90 Million Holdings in iShares Core S&P Mid-Cap ETF (IJH)

Carroll Financial Associates Inc. grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 12.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,807 shares of the company’s stock after purchasing an additional 3,265 shares during the period. iShares Core S&P Mid-Cap ETF accounts for about 0.5% of Carroll Financial Associates Inc.’s investment portfolio, making the stock its 28th largest position. Carroll Financial Associates Inc.’s holdings in iShares Core S&P Mid-Cap ETF were worth $4,898,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Private Asset Management Inc. boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 0.9% during the 4th quarter. Private Asset Management Inc. now owns 17,255 shares of the company’s stock worth $2,865,000 after purchasing an additional 150 shares during the last quarter. JGP Wealth Management LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.2% during the 3rd quarter. JGP Wealth Management LLC now owns 16,434 shares of the company’s stock worth $3,300,000 after acquiring an additional 195 shares during the period. Founders Financial Securities LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 3.2% during the 3rd quarter. Founders Financial Securities LLC now owns 8,628 shares of the company’s stock worth $1,737,000 after acquiring an additional 266 shares during the period. Cornerstone Advisors Inc. lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 3.0% during the 3rd quarter. Cornerstone Advisors Inc. now owns 9,197 shares of the company’s stock worth $1,851,000 after acquiring an additional 269 shares during the period. Finally, Clearwater Capital Advisors LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 3.3% during the 3rd quarter. Clearwater Capital Advisors LLC now owns 8,354 shares of the company’s stock worth $1,682,000 after acquiring an additional 270 shares during the period.

Shares of IJH stock traded up $0.27 during trading hours on Friday, hitting $176.19. 111,779 shares of the company were exchanged, compared to its average volume of 2,007,523. iShares Core S&P Mid-Cap ETF has a 1 year low of $156.13 and a 1 year high of $205.47.

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 21st. Stockholders of record on Tuesday, December 18th were issued a dividend of $0.4654 per share. The ex-dividend date was Monday, December 17th. This represents a $1.86 annualized dividend and a dividend yield of 1.06%.

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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).

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Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

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