Wescott Financial Advisory Group LLC Boosts Holdings in iShares Core S&P Mid-Cap ETF $IJH

Wescott Financial Advisory Group LLC lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 12.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,223 shares of the company’s stock after buying an additional 20,294 shares during the period. iShares Core S&P Mid-Cap ETF makes up 1.1% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 22nd largest holding. Wescott Financial Advisory Group LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $12,423,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC boosted its stake in iShares Core S&P Mid-Cap ETF by 4.2% during the 4th quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock worth $4,840,000 after purchasing an additional 3,155 shares during the period. AQR Capital Management LLC boosted its stake in iShares Core S&P Mid-Cap ETF by 91.4% during the 1st quarter. AQR Capital Management LLC now owns 60,150 shares of the company’s stock worth $3,510,000 after purchasing an additional 28,722 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new stake in iShares Core S&P Mid-Cap ETF during the 1st quarter worth $7,142,000. United Bank boosted its stake in iShares Core S&P Mid-Cap ETF by 3.3% during the 2nd quarter. United Bank now owns 75,964 shares of the company’s stock worth $4,711,000 after purchasing an additional 2,460 shares during the period. Finally, First Trust Advisors LP boosted its stake in iShares Core S&P Mid-Cap ETF by 8.0% during the 2nd quarter. First Trust Advisors LP now owns 9,352 shares of the company’s stock worth $580,000 after purchasing an additional 689 shares during the period. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA:IJH opened at $75.50 on Friday. The stock has a market cap of $119.89 billion, a P/E ratio of 19.00 and a beta of 1.01. The firm has a fifty day moving average price of $72.67 and a 200 day moving average price of $69.97. iShares Core S&P Mid-Cap ETF has a 1-year low of $59.84 and a 1-year high of $75.64.

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.