Curry Webb Wealth Management LLC trimmed its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 31.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 73,736 shares of the company’s stock after selling 33,981 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 2.0% of Curry Webb Wealth Management LLC’s investment portfolio, making the stock its 13th largest position. Curry Webb Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $5,305,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Tompkins Financial Corp acquired a new stake in iShares Core S&P Mid-Cap ETF during the third quarter worth approximately $10,967,000. Baker Tilly Wealth Management LLC grew its stake in iShares Core S&P Mid-Cap ETF by 37.7% in the 3rd quarter. Baker Tilly Wealth Management LLC now owns 198,726 shares of the company’s stock worth $14,298,000 after acquiring an additional 54,367 shares during the period. Horizons Wealth Management acquired a new position in iShares Core S&P Mid-Cap ETF in the 3rd quarter valued at $660,000. Worth Asset Management LLC acquired a new position in iShares Core S&P Mid-Cap ETF in the 3rd quarter valued at $1,087,000. Finally, HB Wealth Management LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 23.0% in the 2nd quarter. HB Wealth Management LLC now owns 238,035 shares of the company’s stock valued at $18,355,000 after acquiring an additional 44,583 shares during the last quarter. 14.60% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P Mid-Cap ETF Stock Down 0.8%
Shares of iShares Core S&P Mid-Cap ETF stock opened at $72.80 on Friday. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $62.22 and a fifty-two week high of $78.71. The firm has a market cap of $121.99 billion, a PE ratio of 19.00 and a beta of 1.02. The business’s fifty day moving average is $74.27 and its two-hundred day moving average is $74.42.
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). The Underlying Index measures the performance of the mid-capitalization sector of the United States equity market. The Underlying Index consists of stocks from a range of industries. Components include financial, industrials, and information technology companies.
Further Reading
- Five stocks we like better than iShares Core S&P Mid-Cap ETF
- Is Texas Instruments Setting Up for Its Next Big Breakout?
- Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow
- Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was
- Tesla’s Flying-Car Hype Hits an Earnings Reality Check
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.
