Next Level Wealth Planning LLC Has $442,000 Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Next Level Wealth Planning LLC lowered its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 33.7% during the second quarter, HoldingsChannel reports. The firm owned 7,121 shares of the company’s stock after selling 3,617 shares during the quarter. Next Level Wealth Planning LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $442,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Next Level Private LLC grew its position in shares of iShares Core S&P Mid-Cap ETF by 1.2% in the 2nd quarter. Next Level Private LLC now owns 13,725 shares of the company’s stock valued at $851,000 after acquiring an additional 160 shares during the period. Freedom Day Solutions LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 5.1% in the 1st quarter. Freedom Day Solutions LLC now owns 3,936 shares of the company’s stock valued at $230,000 after purchasing an additional 190 shares during the last quarter. Carret Asset Management LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 1.4% during the first quarter. Carret Asset Management LLC now owns 14,287 shares of the company’s stock worth $834,000 after purchasing an additional 191 shares during the period. Forte Capital LLC ADV grew its holdings in iShares Core S&P Mid-Cap ETF by 3.6% during the first quarter. Forte Capital LLC ADV now owns 5,520 shares of the company’s stock worth $322,000 after purchasing an additional 191 shares during the period. Finally, RVW Wealth LLC increased its position in iShares Core S&P Mid-Cap ETF by 3.8% during the second quarter. RVW Wealth LLC now owns 5,284 shares of the company’s stock worth $328,000 after buying an additional 194 shares during the last quarter. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Up 0.3%

NYSEARCA:IJH opened at $65.77 on Monday. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $68.33. The firm has a market capitalization of $100.53 billion, a price-to-earnings ratio of 19.00 and a beta of 1.12. The stock’s 50 day moving average price is $64.64 and its two-hundred day moving average price is $61.36.

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).