Accretive Wealth Partners LLC Grows Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Accretive Wealth Partners LLC grew its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 213,006 shares of the company’s stock after buying an additional 636 shares during the period. iShares Core S&P Mid-Cap ETF accounts for about 5.6% of Accretive Wealth Partners LLC’s portfolio, making the stock its 2nd largest position. Accretive Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $13,272,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of IJH. Novare Capital Management LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 10.7% in the 4th quarter. Novare Capital Management LLC now owns 129,554 shares of the company’s stock valued at $8,073,000 after purchasing an additional 12,486 shares during the last quarter. SC&H Financial Advisors Inc. raised its position in shares of iShares Core S&P Mid-Cap ETF by 16.2% in the 4th quarter. SC&H Financial Advisors Inc. now owns 13,773 shares of the company’s stock valued at $858,000 after purchasing an additional 1,919 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 2.1% in the 4th 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. Investments & Financial Planning LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 0.4% in the 4th quarter. Investments & Financial Planning LLC now owns 396,889 shares of the company’s stock valued at $24,730,000 after purchasing an additional 1,747 shares during the last quarter. Finally, Apollon Wealth Management LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 17.0% in the 4th quarter. Apollon Wealth Management LLC now owns 562,116 shares of the company’s stock valued at $35,025,000 after purchasing an additional 81,581 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Stock Down 0.1 %

Shares of iShares Core S&P Mid-Cap ETF stock opened at $63.90 on Friday. The firm has a market capitalization of $89.46 billion, a P/E ratio of 3.28 and a beta of 1.09. The company has a 50 day moving average price of $63.99 and a 200 day moving average price of $62.97. iShares Core S&P Mid-Cap ETF has a 52 week low of $55.78 and a 52 week 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).