Congress Wealth Management LLC DE Has $48.88 Million Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Congress Wealth Management LLC DE lifted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 784,512 shares of the company’s stock after buying an additional 6,255 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 0.7% of Congress Wealth Management LLC DE’s investment portfolio, making the stock its 29th largest holding. Congress Wealth Management LLC DE owned 0.06% of iShares Core S&P Mid-Cap ETF worth $48,883,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. United Bank boosted its holdings in iShares Core S&P Mid-Cap ETF by 0.8% in the third quarter. United Bank now owns 68,783 shares of the company’s stock worth $4,287,000 after purchasing an additional 523 shares in the last quarter. Citigroup Inc. lifted its position in shares of iShares Core S&P Mid-Cap ETF by 50.9% in the third quarter. Citigroup Inc. now owns 1,051,674 shares of the company’s stock worth $65,540,000 after buying an additional 354,585 shares during the last quarter. Kingsview Wealth Management LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 6.6% during the 3rd quarter. Kingsview Wealth Management LLC now owns 137,023 shares of the company’s stock worth $8,539,000 after acquiring an additional 8,473 shares in the last quarter. Jim Saulnier & Associates LLC acquired a new position in shares of iShares Core S&P Mid-Cap ETF during the 3rd quarter valued at about $243,000. Finally, Truepoint Inc. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 3.3% in the 3rd quarter. Truepoint Inc. now owns 12,857 shares of the company’s stock valued at $801,000 after acquiring an additional 412 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Stock Down 0.6 %

Shares of iShares Core S&P Mid-Cap ETF stock opened at $58.80 on Monday. iShares Core S&P Mid-Cap ETF has a 12-month low of $56.01 and a 12-month high of $68.33. The stock has a 50 day moving average price of $62.47 and a two-hundred day moving average price of $63.08. The stock has a market capitalization of $89.96 billion, a P/E ratio of 17.74 and a beta of 1.14.

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).