Summit Wealth Partners LLC Cuts Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Summit Wealth Partners LLC lessened its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 71,296 shares of the company’s stock after selling 2,906 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up 0.9% of Summit Wealth Partners LLC’s investment portfolio, making the stock its 27th largest holding. Summit Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $4,442,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of IJH. Ironwood Wealth Management LLC. grew its stake in iShares Core S&P Mid-Cap ETF by 3.1% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 284,287 shares of the company’s stock worth $16,636,000 after purchasing an additional 8,643 shares in the last quarter. AQR Capital Management LLC grew its stake in iShares Core S&P Mid-Cap ETF by 4.3% during the 2nd quarter. AQR Capital Management LLC now owns 15,960 shares of the company’s stock worth $934,000 after purchasing an additional 653 shares in the last quarter. Alpha Cubed Investments LLC grew its stake in iShares Core S&P Mid-Cap ETF by 2.9% during the 3rd quarter. Alpha Cubed Investments LLC now owns 5,940 shares of the company’s stock worth $370,000 after purchasing an additional 170 shares in the last quarter. Axiom Advisory LLC grew its stake in iShares Core S&P Mid-Cap ETF by 1.9% during the 3rd quarter. Axiom Advisory LLC now owns 24,001 shares of the company’s stock worth $1,446,000 after purchasing an additional 454 shares in the last quarter. Finally, Atomi Financial Group Inc. grew its stake in iShares Core S&P Mid-Cap ETF by 21.9% during the 3rd quarter. Atomi Financial Group Inc. now owns 18,029 shares of the company’s stock worth $1,124,000 after purchasing an additional 3,235 shares in the last quarter.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $64.90 on Thursday. The stock has a 50-day simple moving average of $64.41 and a 200-day simple moving average of $62.83. The stock has a market cap of $90.86 billion, a P/E ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a 1 year low of $54.47 and a 1 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).