TruWealth Advisors LLC Has $9.69 Million Position in iShares Core S&P Mid-Cap ETF $IJH

TruWealth Advisors LLC lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 4.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 156,285 shares of the company’s stock after purchasing an additional 7,215 shares during the period. TruWealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $9,693,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Alley Investment Management Company LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 0.6% in the first quarter. Alley Investment Management Company LLC now owns 128,886 shares of the company’s stock valued at $7,520,000 after purchasing an additional 818 shares in the last quarter. Mmbg Investment Advisors CO. increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 132.0% in the first quarter. Mmbg Investment Advisors CO. now owns 24,570 shares of the company’s stock valued at $1,434,000 after purchasing an additional 13,980 shares in the last quarter. Corundum Group Inc. increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.6% in the first quarter. Corundum Group Inc. now owns 31,800 shares of the company’s stock valued at $1,856,000 after purchasing an additional 810 shares in the last quarter. Bay Capital Advisors LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 22.2% in the first quarter. Bay Capital Advisors LLC now owns 47,528 shares of the company’s stock valued at $2,773,000 after purchasing an additional 8,639 shares in the last quarter. Finally, Portland Global Advisors LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 3.2% in the first quarter. Portland Global Advisors LLC now owns 705,870 shares of the company’s stock valued at $41,188,000 after purchasing an additional 22,099 shares in the last quarter. Institutional investors and hedge funds own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of iShares Core S&P Mid-Cap ETF stock opened at $65.78 on Friday. The firm has a market cap of $100.83 billion, a P/E ratio of 19.00 and a beta of 1.12. The firm has a 50 day simple moving average of $64.07 and a 200 day simple moving average of $60.72. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $50.15 and a fifty-two week high of $68.33.

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).