Heritage Wealth Management Inc. Texas Has $2.78 Million Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

ETFS

Heritage Wealth Management Inc. Texas decreased its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJHFree Report) by 4.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,613 shares of the company’s stock after selling 448 shares during the period. iShares Core S&P Mid-Cap ETF accounts for approximately 2.5% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 9th largest position. Heritage Wealth Management Inc. Texas’ holdings in iShares Core S&P Mid-Cap ETF were worth $2,775,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Catalyst Financial Partners LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF by 20.3% in the 2nd quarter. Catalyst Financial Partners LLC now owns 48,845 shares of the company’s stock valued at $12,772,000 after acquiring an additional 8,238 shares in the last quarter. Wealth Alliance grew its holdings in iShares Core S&P Mid-Cap ETF by 0.7% during the second quarter. Wealth Alliance now owns 11,704 shares of the company’s stock worth $3,060,000 after purchasing an additional 79 shares during the period. Capital Asset Advisory Services LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 2.8% during the second quarter. Capital Asset Advisory Services LLC now owns 88,981 shares of the company’s stock worth $23,743,000 after purchasing an additional 2,383 shares during the period. SYM FINANCIAL Corp bought a new position in iShares Core S&P Mid-Cap ETF during the second quarter worth about $31,000. Finally, Moser Wealth Advisors LLC bought a new position in iShares Core S&P Mid-Cap ETF during the second quarter worth about $67,000.

iShares Core S&P Mid-Cap ETF Stock Performance

iShares Core S&P Mid-Cap ETF stock traded up $1.36 during midday trading on Tuesday, reaching $237.66. 513,430 shares of the company’s stock were exchanged, compared to its average volume of 1,294,225. iShares Core S&P Mid-Cap ETF has a 52 week low of $231.67 and a 52 week high of $273.73. The firm has a market cap of $65.62 billion, a price-to-earnings ratio of 14.63 and a beta of 1.12. The stock’s 50-day simple moving average is $253.20 and its 200 day simple moving average is $254.34.

About iShares Core S&P Mid-Cap ETF

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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).

Further Reading

Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

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