iShares Core S&P Mid-Cap ETF $IJH Shares Purchased by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 8.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 311,729 shares of the company’s stock after purchasing an additional 24,511 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up 2.8% of Walkner Condon Financial Advisors LLC’s portfolio, making the stock its 6th biggest holding. Walkner Condon Financial Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $21,049,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Cypress Wealth Services LLC lifted its position in iShares Core S&P Mid-Cap ETF by 287.5% during the fourth quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock worth $988,000 after buying an additional 11,112 shares during the period. Chesley Taft & Associates LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 1.3% in the 4th quarter. Chesley Taft & Associates LLC now owns 608,201 shares of the company’s stock valued at $40,141,000 after buying an additional 7,714 shares during the period. Coastline Trust Co increased its stake in shares of iShares Core S&P Mid-Cap ETF by 33.4% during the 4th quarter. Coastline Trust Co now owns 494,326 shares of the company’s stock valued at $32,626,000 after acquiring an additional 123,864 shares during the last quarter. Grove Bank & Trust increased its stake in shares of iShares Core S&P Mid-Cap ETF by 13.0% during the 4th quarter. Grove Bank & Trust now owns 696,313 shares of the company’s stock valued at $45,957,000 after acquiring an additional 80,197 shares during the last quarter. Finally, Enclave Advisors LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 11.5% during the 4th quarter. Enclave Advisors LLC now owns 116,281 shares of the company’s stock worth $7,675,000 after acquiring an additional 11,989 shares during the period. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

IJH opened at $76.09 on Friday. The company’s 50 day simple moving average is $74.39 and its 200 day simple moving average is $71.03. iShares Core S&P Mid-Cap ETF has a 1 year low of $61.29 and a 1 year high of $77.28. The stock has a market capitalization of $122.66 billion, a PE ratio of 19.00 and a beta of 1.00.

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). 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.