Diversify Wealth Management LLC Has $39.86 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Diversify Wealth Management LLC raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1,224.3% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 556,941 shares of the company’s stock after buying an additional 514,884 shares during the period. iShares Core S&P Mid-Cap ETF comprises approximately 0.7% of Diversify Wealth Management LLC’s holdings, making the stock its 26th largest holding. Diversify Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $39,860,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in IJH. PFG Investments LLC lifted its stake in shares of 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 period. Childress Capital Advisors LLC increased its position in 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 worth $748,000 after purchasing an additional 142 shares during the period. Novak & Powell Financial Services Inc. increased its position in 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 period. Foster & Motley Inc. raised 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 purchasing an additional 145 shares during the last quarter. Finally, U.S. Capital Wealth Advisors LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 0.5% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 27,627 shares of the company’s stock worth $1,823,000 after purchasing an additional 146 shares during the last quarter. 14.60% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

iShares Core S&P Mid-Cap ETF stock traded down $0.03 during trading hours on Friday, reaching $75.67. 6,723,643 shares of the company’s stock traded hands, compared to its average volume of 12,726,170. The firm has a market capitalization of $122.40 billion, a price-to-earnings ratio of 19.00 and a beta of 1.00. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $61.29 and a fifty-two week high of $77.28. The firm’s 50 day moving average is $74.71 and its 200-day moving average is $71.35.

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.