iShares Core S&P Mid-Cap ETF $IJH is Instrumental Wealth LLC’s Largest Position

Instrumental Wealth LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 333,936 shares of the company’s stock after acquiring an additional 17,667 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for approximately 14.4% of Instrumental Wealth LLC’s investment portfolio, making the stock its biggest holding. Instrumental Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $24,067,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of IJH. Novak & Powell Financial Services Inc. grew its holdings in iShares Core S&P Mid-Cap ETF by 0.3% in the fourth quarter. Novak & Powell Financial Services Inc. now owns 42,168 shares of the company’s stock valued at $2,783,000 after purchasing an additional 145 shares during the period. U.S. Capital Wealth Advisors LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 0.5% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 27,627 shares of the company’s stock worth $1,823,000 after buying an additional 146 shares during the period. Courage Miller Partners LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 1.1% during the 4th quarter. Courage Miller Partners LLC now owns 13,688 shares of the company’s stock valued at $903,000 after buying an additional 150 shares in the last quarter. Winthrop Capital Management LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 1.2% during the 4th quarter. Winthrop Capital Management LLC now owns 12,952 shares of the company’s stock valued at $855,000 after buying an additional 150 shares in the last quarter. Finally, McIlrath & Eck LLC grew its stake in iShares Core S&P Mid-Cap ETF by 2.0% in the 4th quarter. McIlrath & Eck LLC now owns 7,970 shares of the company’s stock valued at $526,000 after acquiring an additional 155 shares during the period. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of NYSEARCA IJH opened at $75.78 on Friday. The firm has a market cap of $120.33 billion, a PE ratio of 19.00 and a beta of 1.01. The firm has a fifty day moving average of $73.52 and a 200 day moving average of $70.36. iShares Core S&P Mid-Cap ETF has a one year low of $59.84 and a one year high of $77.01.

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.