Linscomb Wealth Inc. Increases Stake in iShares Core S&P Mid-Cap ETF $IJH

Linscomb Wealth Inc. increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,614,065 shares of the company’s stock after purchasing an additional 23,797 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for about 4.5% of Linscomb Wealth Inc.’s investment portfolio, making the stock its 3rd largest holding. Linscomb Wealth Inc. owned about 0.10% of iShares Core S&P Mid-Cap ETF worth $106,528,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Novak & Powell Financial Services Inc. lifted its stake in iShares Core S&P Mid-Cap ETF by 0.3% during the fourth quarter. Novak & Powell Financial Services Inc. now owns 42,168 shares of the company’s stock worth $2,783,000 after purchasing an additional 145 shares during the last quarter. U.S. Capital Wealth Advisors LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 0.5% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 27,627 shares of the company’s stock worth $1,823,000 after purchasing an additional 146 shares during the last quarter. Courage Miller Partners LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 1.1% during the fourth quarter. Courage Miller Partners LLC now owns 13,688 shares of the company’s stock worth $903,000 after purchasing an additional 150 shares during the last quarter. McIlrath & Eck LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 2.0% during the fourth quarter. McIlrath & Eck LLC now owns 7,970 shares of the company’s stock worth $526,000 after purchasing an additional 155 shares during the last quarter. Finally, Bryn Mawr Trust Advisors LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 0.3% in the fourth quarter. Bryn Mawr Trust Advisors LLC now owns 47,926 shares of the company’s stock valued at $3,163,000 after buying an additional 155 shares during the last quarter. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

IJH stock opened at $74.45 on Friday. The stock has a market capitalization of $118.22 billion, a price-to-earnings ratio of 19.00 and a beta of 1.02. iShares Core S&P Mid-Cap ETF has a 1 year low of $59.14 and a 1 year high of $75.15. The stock’s fifty day moving average is $71.13 and its two-hundred day moving average is $69.22.

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.