Cascade Wealth Advisors Inc Decreases Stake in iShares Core S&P Mid-Cap ETF $IJH

Cascade Wealth Advisors Inc cut its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 32.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 100,935 shares of the company’s stock after selling 48,925 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises about 3.3% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 13th largest position. Cascade Wealth Advisors Inc’s holdings in iShares Core S&P Mid-Cap ETF were worth $6,596,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IJH. Brighton Jones LLC boosted its position in iShares Core S&P Mid-Cap ETF by 4.2% during the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock worth $4,840,000 after purchasing an additional 3,155 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 91.4% during the 1st quarter. AQR Capital Management LLC now owns 60,150 shares of the company’s stock worth $3,510,000 after buying an additional 28,722 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF during the 1st quarter worth $7,142,000. United Bank boosted its position in shares of iShares Core S&P Mid-Cap ETF by 3.3% in the 2nd quarter. United Bank now owns 75,964 shares of the company’s stock worth $4,711,000 after buying an additional 2,460 shares in the last quarter. Finally, Assetmark Inc. grew its stake in iShares Core S&P Mid-Cap ETF by 18.0% in the 2nd quarter. Assetmark Inc. now owns 32,410 shares of the company’s stock valued at $2,010,000 after acquiring an additional 4,954 shares during the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Down 0.8%

NYSEARCA:IJH opened at $71.49 on Monday. The company has a market capitalization of $111.65 billion, a P/E ratio of 19.00 and a beta of 1.07. The firm has a 50-day moving average price of $69.57 and a two-hundred day moving average price of $66.77. iShares Core S&P Mid-Cap ETF has a twelve month low of $50.15 and a twelve month high of $72.56.

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.