Sax Wealth Advisors LLC Has $38.70 Million Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Sax Wealth Advisors LLC lowered its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 621,042 shares of the company’s stock after selling 14,332 shares during the period. iShares Core S&P Mid-Cap ETF accounts for about 3.0% of Sax Wealth Advisors LLC’s holdings, making the stock its 7th biggest position. Sax Wealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $38,697,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Affinity Capital Advisors LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 8.8% in the third quarter. Affinity Capital Advisors LLC now owns 111,692 shares of the company’s stock worth $6,961,000 after purchasing an additional 9,012 shares during the last quarter. SPC Financial Inc. grew its stake in shares of iShares Core S&P Mid-Cap ETF by 9.1% in the 2nd quarter. SPC Financial Inc. now owns 117,516 shares of the company’s stock worth $6,877,000 after acquiring an additional 9,798 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 1,615,542 shares of the company’s stock valued at $100,681,000 after purchasing an additional 32,494 shares during the last quarter. Newport Capital Group LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the second quarter valued at about $1,846,000. Finally, Dentgroup LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 36.1% during the third quarter. Dentgroup LLC now owns 129,441 shares of the company’s stock valued at $8,067,000 after purchasing an additional 34,320 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Price Performance

NYSEARCA IJH opened at $64.70 on Friday. The business’s fifty day moving average is $64.61 and its 200-day moving average is $62.28. The stock has a market capitalization of $90.58 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a one year low of $53.56 and a one year 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).