Lake Street Private Wealth LLC Grows Holdings in iShares Core S&P Mid-Cap ETF $IJH

Lake Street Private Wealth LLC lifted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 5.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 162,578 shares of the company’s stock after acquiring an additional 8,562 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 1.3% of Lake Street Private Wealth LLC’s investment portfolio, making the stock its 15th largest position. Lake Street Private Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $10,731,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. Bfsg LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 4.6% during the 3rd quarter. Bfsg LLC now owns 3,492 shares of the company’s stock worth $228,000 after acquiring an additional 155 shares in the last quarter. Seneca House Advisors raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.3% in the 3rd quarter. Seneca House Advisors now owns 11,931 shares of the company’s stock valued at $779,000 after purchasing an additional 158 shares in the last quarter. Magnolia Capital Advisors LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 1.0% in the 3rd quarter. Magnolia Capital Advisors LLC now owns 15,433 shares of the company’s stock valued at $1,007,000 after purchasing an additional 158 shares in the last quarter. Whalerock Point Partners LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 1.7% during the 3rd quarter. Whalerock Point Partners LLC now owns 9,554 shares of the company’s stock worth $623,000 after purchasing an additional 159 shares during the last quarter. Finally, Crews Bank & Trust lifted its position in shares of iShares Core S&P Mid-Cap ETF by 1.3% during the 3rd quarter. Crews Bank & Trust now owns 12,802 shares of the company’s stock worth $835,000 after purchasing an additional 160 shares during the last quarter. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Trading Down 2.2%

Shares of IJH stock opened at $65.87 on Friday. The company has a market cap of $102.87 billion, a P/E ratio of 19.00 and a beta of 1.07. The firm has a fifty day moving average price of $69.88 and a 200 day moving average price of $67.17. iShares Core S&P Mid-Cap ETF has a 12 month low of $50.15 and a 12 month high of $72.56.

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.