Charter Capital Management LLC DE Has $58.53 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Charter Capital Management LLC DE boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 886,744 shares of the company’s stock after purchasing an additional 19,316 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 30.2% of Charter Capital Management LLC DE’s holdings, making the stock its biggest position. Charter Capital Management LLC DE owned 0.06% of iShares Core S&P Mid-Cap ETF worth $58,525,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Pinnacle Bancorp Inc. raised its holdings in iShares Core S&P Mid-Cap ETF by 1.0% during the 4th quarter. Pinnacle Bancorp Inc. now owns 116,415 shares of the company’s stock worth $7,683,000 after purchasing an additional 1,126 shares during the last quarter. Columbia Advisory Partners LLC bought a new stake in iShares Core S&P Mid-Cap ETF during the 4th quarter worth about $200,000. Encompass Wealth Advisors LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 3.3% during the 4th quarter. Encompass Wealth Advisors LLC now owns 222,211 shares of the company’s stock worth $14,666,000 after purchasing an additional 7,185 shares during the last quarter. True North Advisors LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 17.9% during the 4th quarter. True North Advisors LLC now owns 4,245 shares of the company’s stock worth $280,000 after purchasing an additional 646 shares during the last quarter. Finally, Castle Wealth Management LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 0.3% during the 4th quarter. Castle Wealth Management LLC now owns 80,926 shares of the company’s stock worth $5,341,000 after purchasing an additional 224 shares during the last quarter. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Trading Up 0.2%

Shares of NYSEARCA:IJH opened at $70.67 on Friday. The stock has a market capitalization of $111.14 billion, a P/E ratio of 19.00 and a beta of 1.06. iShares Core S&P Mid-Cap ETF has a 1-year low of $52.22 and a 1-year high of $72.56. The business has a 50-day moving average price of $69.41 and a two-hundred day moving average price of $67.39.

iShares Core S&P Mid-Cap ETF Company 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.