SWP Financial LLC Reduces Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

SWP Financial LLC trimmed its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 70.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,993 shares of the company’s stock after selling 109,824 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for approximately 1.7% of SWP Financial LLC’s investment portfolio, making the stock its 15th largest holding. SWP Financial LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $2,804,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in IJH. Northwestern Mutual Wealth Management Co. grew its stake in iShares Core S&P Mid-Cap ETF by 3.3% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 100,490,787 shares of the company’s stock worth $5,880,889,000 after purchasing an additional 3,196,592 shares in the last quarter. FMR LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 16.2% in the 3rd quarter. FMR LLC now owns 41,350,772 shares of the company’s stock worth $2,576,980,000 after buying an additional 5,776,791 shares during the period. LPL Financial LLC grew its position in shares of iShares Core S&P Mid-Cap ETF by 2.8% during the 3rd quarter. LPL Financial LLC now owns 41,176,915 shares of the company’s stock worth $2,566,145,000 after buying an additional 1,114,290 shares in the last quarter. Raymond James & Associates increased its stake in shares of iShares Core S&P Mid-Cap ETF by 45.7% during the third quarter. Raymond James & Associates now owns 27,500,341 shares of the company’s stock valued at $1,713,821,000 after buying an additional 8,628,060 shares during the period. Finally, PNC Financial Services Group Inc. raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.1% in the third quarter. PNC Financial Services Group Inc. now owns 16,534,559 shares of the company’s stock valued at $1,030,434,000 after acquiring an additional 179,657 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

NYSEARCA:IJH opened at $65.40 on Monday. The firm has a market cap of $91.56 billion, a PE ratio of 3.28 and a beta of 1.09. The company has a 50-day moving average of $64.59 and a 200 day moving average of $62.62. iShares Core S&P Mid-Cap ETF has a 1-year low of $54.14 and a 1-year high of $68.33.

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).