iShares Core S&P Mid-Cap ETF $IJH is Planning Alternatives Ltd. ADV’s 2nd Largest Position

Planning Alternatives Ltd. ADV increased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,299,753 shares of the company’s stock after buying an additional 26,648 shares during the period. iShares Core S&P Mid-Cap ETF comprises 11.3% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 2nd largest holding. Planning Alternatives Ltd. ADV owned approximately 0.08% of iShares Core S&P Mid-Cap ETF worth $87,772,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. PFG Investments LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 0.7% during the 1st quarter. PFG Investments LLC now owns 20,529 shares of the company’s stock worth $1,386,000 after purchasing an additional 140 shares during the period. Childress Capital Advisors LLC grew its position in shares of 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 valued at $748,000 after purchasing an additional 142 shares during the period. Novak & Powell Financial Services Inc. grew its position in shares of 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 valued at $2,783,000 after purchasing an additional 145 shares during the period. Foster & Motley Inc. grew its position in shares of iShares Core S&P Mid-Cap ETF by 2.3% in the first quarter. Foster & Motley Inc. now owns 6,587 shares of the company’s stock valued at $445,000 after purchasing an additional 145 shares during the period. Finally, U.S. Capital Wealth Advisors LLC increased its stake in iShares Core S&P Mid-Cap ETF by 0.5% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 27,627 shares of the company’s stock valued at $1,823,000 after purchasing an additional 146 shares during the last quarter. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $75.54 on Monday. The business’s 50-day moving average price is $74.90 and its 200 day moving average price is $71.67. iShares Core S&P Mid-Cap ETF has a twelve month low of $61.29 and a twelve month high of $77.28. The company has a market capitalization of $122.35 billion, a PE ratio of 19.00 and a beta of 1.00.

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.