iShares Core S&P Mid-Cap ETF $IJH Stake Raised by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC grew its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 12.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 188,223 shares of the company’s stock after purchasing an additional 20,294 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 1.1% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 22nd largest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $12,423,000 at the end of the most recent reporting period.

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

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of IJH stock opened at $75.50 on Friday. iShares Core S&P Mid-Cap ETF has a one year low of $59.84 and a one year high of $75.64. The firm’s 50 day moving average price is $72.67 and its 200-day moving average price is $69.97. The firm has a market cap of $119.89 billion, a P/E ratio of 19.00 and a beta of 1.01.

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.