Wescott Financial Advisory Group LLC Raises Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Wescott Financial Advisory Group LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 19.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 167,929 shares of the company’s stock after purchasing an additional 26,903 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 1.0% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 22nd biggest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $10,959,000 at the end of the most recent reporting period.

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

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $71.73 on Friday. iShares Core S&P Mid-Cap ETF has a 52-week low of $50.15 and a 52-week high of $71.82. The company has a fifty day moving average of $68.08 and a 200-day moving average of $65.88. The company has a market capitalization of $112.02 billion, a P/E ratio of 19.00 and a beta of 1.07.

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.