iShares Core S&P Mid-Cap ETF $IJH is Evermay Wealth Management LLC’s 5th Largest Position

Evermay Wealth Management LLC decreased its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 612,609 shares of the company’s stock after selling 12,350 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up approximately 4.5% of Evermay Wealth Management LLC’s holdings, making the stock its 5th largest holding. Evermay Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $40,432,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IJH. Capital A Wealth Management LLC purchased a new stake in iShares Core S&P Mid-Cap ETF in the 2nd quarter valued at about $25,000. Davis Capital Management purchased a new stake in iShares Core S&P Mid-Cap ETF in the 3rd quarter valued at about $30,000. New Millennium Group LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 72.1% in the 3rd quarter. New Millennium Group LLC now owns 537 shares of the company’s stock valued at $35,000 after buying an additional 225 shares during the period. Maryland Capital Advisors Inc. grew its holdings in iShares Core S&P Mid-Cap ETF by 240.7% in the 4th quarter. Maryland Capital Advisors Inc. now owns 552 shares of the company’s stock valued at $36,000 after buying an additional 390 shares during the period. Finally, North Capital Inc. grew its holdings in iShares Core S&P Mid-Cap ETF by 133.1% in the 3rd quarter. North Capital Inc. now owns 571 shares of the company’s stock valued at $37,000 after buying an additional 326 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 Performance

Shares of NYSEARCA:IJH opened at $70.53 on Thursday. iShares Core S&P Mid-Cap ETF has a 1 year low of $50.45 and a 1 year high of $72.56. The stock has a market capitalization of $110.92 billion, a P/E ratio of 19.00 and a beta of 1.06. The stock has a 50-day simple moving average of $69.38 and a 200-day simple moving average of $67.36.

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.