LeConte Wealth Management LLC Reduces Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

LeConte Wealth Management LLC lessened its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 13.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 107,370 shares of the company’s stock after selling 16,797 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 4.6% of LeConte Wealth Management LLC’s portfolio, making the stock its 5th largest position. LeConte Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $7,086,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bfsg LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 4.6% during the third quarter. Bfsg LLC now owns 3,492 shares of the company’s stock valued at $228,000 after purchasing an additional 155 shares during the last quarter. Seneca House Advisors grew its stake in shares of iShares Core S&P Mid-Cap ETF by 1.3% in the 3rd quarter. Seneca House Advisors now owns 11,931 shares of the company’s stock worth $779,000 after buying an additional 158 shares during the last quarter. Magnolia Capital Advisors LLC increased its position in iShares Core S&P Mid-Cap ETF by 1.0% during the 3rd quarter. Magnolia Capital Advisors LLC now owns 15,433 shares of the company’s stock valued at $1,007,000 after buying an additional 158 shares in the last quarter. Whalerock Point Partners LLC increased its position in iShares Core S&P Mid-Cap ETF by 1.7% during the 3rd quarter. Whalerock Point Partners LLC now owns 9,554 shares of the company’s stock valued at $623,000 after buying an additional 159 shares in the last quarter. Finally, Crews Bank & Trust raised its stake in iShares Core S&P Mid-Cap ETF by 1.3% during the third quarter. Crews Bank & Trust now owns 12,802 shares of the company’s stock valued at $835,000 after buying an additional 160 shares during the last quarter. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Up 3.0%

iShares Core S&P Mid-Cap ETF stock opened at $67.53 on Wednesday. The business’s fifty day simple moving average is $69.52 and its two-hundred day simple moving average is $67.25. iShares Core S&P Mid-Cap ETF has a 12 month low of $50.15 and a 12 month high of $72.56. The company has a market capitalization of $105.46 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07.

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.