JFS Wealth Advisors LLC Grows Holdings in iShares Core S&P Mid-Cap ETF $IJH

JFS Wealth Advisors LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.5% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 724,208 shares of the company’s stock after buying an additional 10,827 shares during the period. iShares Core S&P Mid-Cap ETF makes up approximately 2.8% of JFS Wealth Advisors LLC’s holdings, making the stock its 8th largest holding. JFS Wealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $55,844,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. PFG Investments LLC increased its position in iShares Core S&P Mid-Cap ETF by 0.7% during the first quarter. PFG Investments LLC now owns 20,529 shares of the company’s stock valued at $1,386,000 after acquiring an additional 140 shares during the last quarter. Childress Capital Advisors LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 1.3% in the first quarter. Childress Capital Advisors LLC now owns 11,081 shares of the company’s stock valued at $748,000 after acquiring an additional 142 shares during the period. 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. Foster & Motley Inc. lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.3% in the 1st quarter. Foster & Motley Inc. now owns 6,587 shares of the company’s stock worth $445,000 after acquiring an additional 145 shares during the last quarter. Finally, 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. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Trading Up 0.3%

IJH stock opened at $77.77 on Wednesday. The stock has a market cap of $126.49 billion, a PE ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a 12 month low of $62.22 and a 12 month high of $78.16. The company has a 50-day moving average price of $75.81 and a 200 day moving average price of $72.59.

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.