Next Level Wealth Planning LLC Acquires New Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Next Level Wealth Planning LLC acquired a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 10,737 shares of the company’s stock, valued at approximately $669,000. iShares Core S&P Mid-Cap ETF accounts for about 0.5% of Next Level Wealth Planning LLC’s portfolio, making the stock its 16th biggest position.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Core S&P Mid-Cap ETF during the fourth quarter valued at $26,000. New Millennium Group LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 234.8% during the fourth quarter. New Millennium Group LLC now owns 452 shares of the company’s stock valued at $28,000 after acquiring an additional 317 shares during the last quarter. CarsonAllaria Wealth Management Ltd. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 783.6% during the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 539 shares of the company’s stock valued at $34,000 after acquiring an additional 478 shares during the last quarter. Darwin Wealth Management LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the third quarter valued at $35,000. Finally, New Wave Wealth Advisors LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the fourth quarter valued at $37,000.

iShares Core S&P Mid-Cap ETF Stock Performance

IJH stock opened at $63.90 on Friday. The company has a fifty day moving average price of $63.93 and a 200-day moving average price of $62.99. The company has a market capitalization of $89.46 billion, a P/E ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a 52-week low of $55.78 and a 52-week high of $68.33.

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).