PACK Private Wealth LLC Has $20.15 Million Stake in iShares Core S&P Mid-Cap ETF $IJH

PACK Private Wealth LLC increased its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 308,745 shares of the company’s stock after purchasing an additional 7,339 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 9.5% of PACK Private Wealth LLC’s investment portfolio, making the stock its 4th largest position. PACK Private Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $20,149,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Creative Financial Designs Inc. ADV boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 4.4% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 102,976 shares of the company’s stock valued at $6,387,000 after purchasing an additional 4,336 shares in the last quarter. Clarity Wealth Advisors LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 2.9% during the 3rd quarter. Clarity Wealth Advisors LLC now owns 261,065 shares of the company’s stock worth $17,037,000 after purchasing an additional 7,470 shares in the last quarter. Cerity Partners LLC lifted its holdings in iShares Core S&P Mid-Cap ETF by 13.3% during the 3rd quarter. Cerity Partners LLC now owns 4,992,224 shares of the company’s stock valued at $325,792,000 after purchasing an additional 585,414 shares during the last quarter. 49 Wealth Management LLC boosted its position in iShares Core S&P Mid-Cap ETF by 16.4% in the second quarter. 49 Wealth Management LLC now owns 315,999 shares of the company’s stock valued at $19,598,000 after buying an additional 44,504 shares in the last quarter. Finally, American Trust grew its stake in iShares Core S&P Mid-Cap ETF by 2.4% during the second quarter. American Trust now owns 782,741 shares of the company’s stock worth $48,546,000 after buying an additional 18,062 shares during the last quarter. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Trading Up 1.0%

NYSEARCA IJH opened at $71.24 on Friday. iShares Core S&P Mid-Cap ETF has a 1-year low of $50.15 and a 1-year high of $72.55. The company has a 50 day moving average of $68.60 and a 200-day moving average of $66.13. The firm has a market cap of $111.26 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07.

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.