Exchange Bank Has $2.03 Million Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Exchange Bank lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,541 shares of the company’s stock after purchasing an additional 549 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 1.6% of Exchange Bank’s portfolio, making the stock its 16th largest position. Exchange Bank’s holdings in iShares Core S&P Mid-Cap ETF were worth $2,028,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Asset Dedication LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 2.7% in the 3rd quarter. Asset Dedication LLC now owns 5,980 shares of the company’s stock valued at $373,000 after purchasing an additional 160 shares during the period. Forte Asset Management LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 0.5% in the third quarter. Forte Asset Management LLC now owns 33,195 shares of the company’s stock valued at $2,069,000 after purchasing an additional 162 shares during the last quarter. Amplius Wealth Advisors LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 0.5% in the third quarter. Amplius Wealth Advisors LLC now owns 33,362 shares of the company’s stock valued at $2,079,000 after buying an additional 167 shares during the period. Grant Street Asset Management Inc. boosted its holdings in iShares Core S&P Mid-Cap ETF by 2.3% during the third quarter. Grant Street Asset Management Inc. now owns 7,395 shares of the company’s stock worth $461,000 after buying an additional 168 shares during the last quarter. Finally, Tidemark LLC grew its position in shares of iShares Core S&P Mid-Cap ETF by 8.5% during the 3rd quarter. Tidemark LLC now owns 2,159 shares of the company’s stock worth $135,000 after buying an additional 169 shares during the period.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA:IJH opened at $64.70 on Tuesday. The firm’s 50 day simple moving average is $64.55 and its 200 day simple moving average is $62.43. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $53.56 and a fifty-two week high of $68.33. The company has a market capitalization of $90.58 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09.

iShares Core S&P Mid-Cap ETF 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).