Elevation Point Wealth Partners LLC Boosts Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Elevation Point Wealth Partners LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 36.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 428,500 shares of the company’s stock after acquiring an additional 113,633 shares during the period. iShares Core S&P Mid-Cap ETF makes up approximately 0.7% of Elevation Point Wealth Partners LLC’s portfolio, making the stock its 24th largest position. Elevation Point Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $28,937,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in IJH. Novak & Powell Financial Services Inc. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 0.3% in the fourth quarter. Novak & Powell Financial Services Inc. now owns 42,168 shares of the company’s stock worth $2,783,000 after purchasing 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% during the first quarter. Foster & Motley Inc. now owns 6,587 shares of the company’s stock valued at $445,000 after purchasing an additional 145 shares in the last quarter. U.S. Capital Wealth Advisors LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF by 0.5% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 27,627 shares of the company’s stock valued at $1,823,000 after buying an additional 146 shares during the last quarter. CrossGen Wealth LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF by 0.6% during the first quarter. CrossGen Wealth LLC now owns 25,772 shares of the company’s stock valued at $1,740,000 after buying an additional 148 shares during the last quarter. Finally, Courage Miller Partners LLC increased its holdings in 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 buying an additional 150 shares in the last quarter. 14.60% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $76.09 on Friday. iShares Core S&P Mid-Cap ETF has a one year low of $61.29 and a one year high of $77.28. The stock has a 50-day moving average of $74.32 and a 200 day moving average of $71.00. The company has a market capitalization of $122.82 billion, a price-to-earnings ratio of 19.00 and a beta of 1.00.

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.