Summit Financial Strategies Inc. Increases Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Summit Financial Strategies Inc. boosted its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 607,553 shares of the company’s stock after purchasing an additional 25,562 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for approximately 4.2% of Summit Financial Strategies Inc.’s holdings, making the stock its 10th biggest position. Summit Financial Strategies Inc.’s holdings in iShares Core S&P Mid-Cap ETF were worth $37,857,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of IJH. Valued Wealth Advisors LLC acquired a new position in iShares Core S&P Mid-Cap ETF in the 4th quarter valued at approximately $130,000. Cornerstone Wealth Group LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 10.8% during the fourth quarter. Cornerstone Wealth Group LLC now owns 17,359 shares of the company’s stock valued at $1,082,000 after purchasing an additional 1,689 shares during the period. Atticus Wealth Management LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 2.9% in the fourth quarter. Atticus Wealth Management LLC now owns 125,310 shares of the company’s stock valued at $7,808,000 after purchasing an additional 3,547 shares in the last quarter. Union Bancaire Privee UBP SA bought a new position in iShares Core S&P Mid-Cap ETF in the fourth quarter worth $5,303,000. Finally, Capital Asset Advisory Services LLC boosted its stake in iShares Core S&P Mid-Cap ETF by 1.5% during the fourth quarter. Capital Asset Advisory Services LLC now owns 671,473 shares of the company’s stock worth $42,242,000 after buying an additional 9,892 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of iShares Core S&P Mid-Cap ETF stock opened at $65.40 on Monday. The company’s fifty day moving average price is $64.59 and its two-hundred day moving average price is $62.65. The firm has a market capitalization of $91.56 billion, a PE ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a 52-week low of $54.14 and a 52-week high of $68.33.

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).