Roger Wittlin Investment Advisory LLC Cuts Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Roger Wittlin Investment Advisory LLC lowered its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 50.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,143 shares of the company’s stock after selling 17,139 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 0.8% of Roger Wittlin Investment Advisory LLC’s portfolio, making the stock its 22nd largest position. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $1,131,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Capital A Wealth Management LLC purchased a new position in iShares Core S&P Mid-Cap ETF during the second quarter worth about $25,000. Davis Capital Management purchased a new stake in iShares Core S&P Mid-Cap ETF in the 3rd quarter valued at about $30,000. New Millennium Group LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 72.1% during the 3rd quarter. New Millennium Group LLC now owns 537 shares of the company’s stock worth $35,000 after buying an additional 225 shares in the last quarter. Maryland Capital Advisors Inc. lifted its position in shares of iShares Core S&P Mid-Cap ETF by 240.7% during the 4th quarter. Maryland Capital Advisors Inc. now owns 552 shares of the company’s stock worth $36,000 after buying an additional 390 shares in the last quarter. Finally, North Capital Inc. boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 133.1% in the 3rd quarter. North Capital Inc. now owns 571 shares of the company’s stock worth $37,000 after buying an additional 326 shares during the last quarter. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA IJH opened at $68.18 on Friday. The company has a market capitalization of $107.13 billion, a PE ratio of 19.00 and a beta of 1.07. The stock’s 50 day moving average price is $69.40 and its 200-day moving average price is $67.29. iShares Core S&P Mid-Cap ETF has a twelve month low of $50.15 and a twelve month high of $72.56.

About iShares Core S&P Mid-Cap ETF

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.