Summit Wealth Partners LLC Has $5.85 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Summit Wealth Partners LLC boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 29.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,596 shares of the company’s stock after acquiring an additional 19,533 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $5,848,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. SWP Financial LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 1.5% in the 1st quarter. SWP Financial LLC now owns 44,013 shares of the company’s stock worth $2,972,000 after purchasing an additional 639 shares during the period. Verde Capital Management raised its stake in iShares Core S&P Mid-Cap ETF by 0.7% during the first quarter. Verde Capital Management now owns 494,590 shares of the company’s stock worth $33,400,000 after buying an additional 3,378 shares during the last quarter. Telos Capital Management Inc. raised its stake in iShares Core S&P Mid-Cap ETF by 2.3% during the first quarter. Telos Capital Management Inc. now owns 190,069 shares of the company’s stock worth $12,835,000 after buying an additional 4,309 shares during the last quarter. James J. Burns & Company LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 3.2% in the 1st quarter. James J. Burns & Company LLC now owns 5,077 shares of the company’s stock worth $343,000 after acquiring an additional 156 shares in the last quarter. Finally, Intergy Private Wealth LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 2.0% in the first quarter. Intergy Private Wealth LLC now owns 11,959 shares of the company’s stock valued at $808,000 after buying an additional 238 shares during the period. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Up 0.4%

iShares Core S&P Mid-Cap ETF stock opened at $76.07 on Tuesday. The company has a market capitalization of $120.80 billion, a PE ratio of 19.00 and a beta of 1.01. The firm’s fifty day moving average is $73.63 and its 200 day moving average is $70.46. iShares Core S&P Mid-Cap ETF has a 12-month low of $59.84 and a 12-month high of $77.01.

iShares Core S&P Mid-Cap ETF 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). 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.