Claro Advisors LLC Reduces Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

On October 20, 2024, it was reported that Claro Advisors LLC has significantly decreased its position in the iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH). According to their latest filing with the Securities and Exchange Commission, the firm reduced its stake by 84.4% during the third quarter of this year. After selling 40,171 shares, Claro Advisors LLC currently holds 7,415 shares, which have an estimated value of $462,000 as of the end of the most recent quarter.

Other investment firms have also adjusted their stakes in IJH. For instance, Fisher Asset Management LLC has increased its holdings in iShares Core S&P Mid-Cap ETF by 62.5% during the fourth quarter. The firm now owns 3,716 shares, valued at approximately $1,030,000 after adding 1,429 shares.

Similarly, RFG Advisory LLC made a notable increase of 438.8% in its position during the first quarter, bringing its total holdings to 27,601 shares, valued at $1,676,000 after purchasing an additional 22,478 shares. Another firm, International Assets Investment Management LLC, has also raised its stake by 403.4%, owning a total of 30,915 shares now valued at $1,866,000 following the acquisition of 24,774 shares.

Salem Investment Counselors Inc. and Radnor Capital Management LLC recorded increases of 392.6% and 306.4%, respectively, in their holdings during earlier quarters. Salem now possesses 26,604 shares valued at $1,616,000, while Radnor has 7,920 shares worth $481,000 after purchasing an additional 5,971 shares.

Current Stock Performance of iShares Core S&P Mid-Cap ETF

As of Friday, the iShares Core S&P Mid-Cap ETF opened at $63.91. The ETF has experienced a 52-week low of $46.30 and a high of $64.08, with a market capitalization of $89.47 billion. Its price-to-earnings ratio stands at 3.28, and it has a beta value of 1.09. The fund's fifty-day simple moving average is $61.36, while the 200-day simple moving average is $59.83.

Overview of iShares Core S&P Mid-Cap ETF

The iShares Core S&P Mid-Cap ETF aims to mirror the price and yield performance—before fees and expenses—of mid-cap U.S. stocks, as represented by the S&P MidCap 400 Index.

Claro, Advisors, ETF