Simplicity Wealth LLC Has $1.30 Million Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Simplicity Wealth LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 109.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,830 shares of the company’s stock after purchasing an additional 10,899 shares during the period. Simplicity Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $1,298,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bedel Financial Consulting Inc. increased its holdings in iShares Core S&P Mid-Cap ETF by 2.7% in the 4th quarter. Bedel Financial Consulting Inc. now owns 34,144 shares of the company’s stock worth $2,216,000 after purchasing an additional 909 shares in the last quarter. Sheaff Brock Investment Advisors LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 2.9% in the 4th quarter. Sheaff Brock Investment Advisors LLC now owns 13,420 shares of the company’s stock worth $836,000 after purchasing an additional 375 shares in the last quarter. Novare Capital Management LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 10.7% in the 4th quarter. Novare Capital Management LLC now owns 129,554 shares of the company’s stock worth $8,073,000 after purchasing an additional 12,486 shares in the last quarter. Oak Harbor Wealth Partners LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF by 17.1% in the fourth quarter. Oak Harbor Wealth Partners LLC now owns 29,361 shares of the company’s stock valued at $1,829,000 after buying an additional 4,283 shares during the period. Finally, SC&H Financial Advisors Inc. increased its stake in shares of iShares Core S&P Mid-Cap ETF by 16.2% in the fourth quarter. SC&H Financial Advisors Inc. now owns 13,773 shares of the company’s stock valued at $858,000 after buying an additional 1,919 shares during the period.

iShares Core S&P Mid-Cap ETF Trading Up 0.6 %

Shares of IJH stock opened at $59.74 on Monday. The stock has a market cap of $91.40 billion, a price-to-earnings ratio of 18.98 and a beta of 1.14. The stock has a 50-day moving average of $63.24 and a 200-day moving average of $63.27. iShares Core S&P Mid-Cap ETF has a 1-year low of $56.01 and a 1-year high of $68.33.

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).