Smith Shellnut Wilson LLC ADV Makes New $8.28 Million Investment in iShares Core S&P Mid-Cap ETF $IJH

Smith Shellnut Wilson LLC ADV bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 115,130 shares of the company’s stock, valued at approximately $8,284,000. iShares Core S&P Mid-Cap ETF comprises 3.2% of Smith Shellnut Wilson LLC ADV’s investment portfolio, making the stock its 8th largest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. PFG Investments LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 0.7% in the first quarter. PFG Investments LLC now owns 20,529 shares of the company’s stock valued at $1,386,000 after buying an additional 140 shares during the last quarter. Childress Capital Advisors LLC lifted its position in iShares Core S&P Mid-Cap ETF by 1.3% during the 1st quarter. Childress Capital Advisors LLC now owns 11,081 shares of the company’s stock worth $748,000 after buying an additional 142 shares in the last quarter. Foster & Motley Inc. grew its holdings in iShares Core S&P Mid-Cap ETF by 2.3% during 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. Cyndeo Wealth Partners LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 3.5% during the 3rd quarter. Cyndeo Wealth Partners LLC now owns 4,274 shares of the company’s stock worth $308,000 after acquiring an additional 145 shares during the last quarter. Finally, CrossGen Wealth LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 0.6% during the 1st quarter. CrossGen Wealth LLC now owns 25,772 shares of the company’s stock worth $1,740,000 after acquiring an additional 148 shares during the last quarter. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Trading Up 0.4%

IJH opened at $73.39 on Thursday. The stock has a market capitalization of $123.01 billion, a PE ratio of 19.00 and a beta of 1.02. iShares Core S&P Mid-Cap ETF has a 1-year low of $62.22 and a 1-year high of $78.71. The firm has a 50-day moving average price of $74.38 and a two-hundred day moving average price of $74.38.

iShares Core S&P Mid-Cap ETF 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.