Flywheel Private Wealth LLC Makes New $5.37 Million Investment in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Flywheel Private Wealth LLC purchased a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 86,236 shares of the company’s stock, valued at approximately $5,373,000. iShares Core S&P Mid-Cap ETF accounts for 4.9% of Flywheel Private Wealth LLC’s holdings, making the stock its 6th largest position.

A number of other institutional investors have also modified their holdings of IJH. Asset Dedication LLC lifted its holdings in iShares Core S&P Mid-Cap ETF by 2.7% in the third quarter. Asset Dedication LLC now owns 5,980 shares of the company’s stock worth $373,000 after acquiring an additional 160 shares during the last quarter. Forte Asset Management LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 0.5% during the 3rd quarter. Forte Asset Management LLC now owns 33,195 shares of the company’s stock worth $2,069,000 after purchasing an additional 162 shares during the period. Amplius Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 0.5% in the 3rd quarter. Amplius Wealth Advisors LLC now owns 33,362 shares of the company’s stock worth $2,079,000 after purchasing an additional 167 shares during the last quarter. Grant Street Asset Management Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 2.3% during the 3rd quarter. Grant Street Asset Management Inc. now owns 7,395 shares of the company’s stock valued at $461,000 after purchasing an additional 168 shares during the period. Finally, Tidemark LLC grew its stake in iShares Core S&P Mid-Cap ETF by 8.5% during the 3rd quarter. Tidemark LLC now owns 2,159 shares of the company’s stock worth $135,000 after buying an additional 169 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Stock Performance

IJH stock opened at $63.93 on Thursday. iShares Core S&P Mid-Cap ETF has a 1 year low of $53.30 and a 1 year high of $68.33. The stock has a market capitalization of $89.50 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The stock’s fifty day moving average is $64.67 and its two-hundred day moving average is $62.26.

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).