Kowal Investment Group LLC Has $3.73 Million Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

by · The Markets Daily

Kowal Investment Group LLC cut its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJHFree Report) by 6.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 59,845 shares of the company’s stock after selling 4,446 shares during the period. iShares Core S&P Mid-Cap ETF makes up approximately 0.7% of Kowal Investment Group LLC’s investment portfolio, making the stock its 21st largest holding. Kowal Investment Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $3,730,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. increased its position in shares of iShares Core S&P Mid-Cap ETF by 3.3% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 100,490,787 shares of the company’s stock worth $5,880,889,000 after acquiring an additional 3,196,592 shares in the last quarter. LPL Financial LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 4.0% during the 2nd quarter. LPL Financial LLC now owns 40,062,625 shares of the company’s stock worth $2,344,465,000 after purchasing an additional 1,523,264 shares in the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 407.0% in the 1st quarter. JPMorgan Chase & Co. now owns 38,027,122 shares of the company’s stock valued at $2,309,767,000 after purchasing an additional 30,526,866 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 83.0% in the second quarter. Envestnet Asset Management Inc. now owns 24,275,880 shares of the company’s stock valued at $1,420,625,000 after purchasing an additional 11,011,385 shares in the last quarter. Finally, Raymond James & Associates boosted its position in shares of iShares Core S&P Mid-Cap ETF by 1.2% during the second quarter. Raymond James & Associates now owns 18,872,281 shares of the company’s stock worth $1,104,406,000 after buying an additional 216,899 shares during the period.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of iShares Core S&P Mid-Cap ETF stock opened at $63.81 on Thursday. The firm has a market cap of $89.33 billion, a PE ratio of 3.28 and a beta of 1.09. The business’s 50 day simple moving average is $61.15 and its 200 day simple moving average is $59.78. iShares Core S&P Mid-Cap ETF has a 52-week low of $46.30 and a 52-week high of $64.03.

iShares Core S&P Mid-Cap ETF Company Profile

(Free Report)

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).

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