Axxcess Wealth Management LLC Increases Position in iShares Core S&P Mid-Cap ETF $IJH

Axxcess Wealth Management LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 13.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,049,797 shares of the company’s stock after acquiring an additional 122,379 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up about 0.8% of Axxcess Wealth Management LLC’s investment portfolio, making the stock its 13th biggest position. Axxcess Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $69,287,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Coyle Financial Counsel LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 33.6% during the 3rd quarter. Coyle Financial Counsel LLC now owns 290,109 shares of the company’s stock valued at $18,932,000 after purchasing an additional 72,902 shares in the last quarter. Bright Futures Wealth Management LLC. bought a new stake in iShares Core S&P Mid-Cap ETF in the third quarter worth $1,231,000. 1ST Source Bank increased its position in iShares Core S&P Mid-Cap ETF by 28.7% during the third quarter. 1ST Source Bank now owns 380,722 shares of the company’s stock worth $24,846,000 after buying an additional 84,803 shares during the last quarter. Artemis Wealth Advisors LLC increased its position in iShares Core S&P Mid-Cap ETF by 50.3% during the third quarter. Artemis Wealth Advisors LLC now owns 46,740 shares of the company’s stock worth $3,050,000 after buying an additional 15,650 shares during the last quarter. Finally, Cypress Wealth Services LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 287.5% during the fourth quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock valued at $988,000 after buying an additional 11,112 shares in the last quarter. 14.60% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA:IJH opened at $75.78 on Friday. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $59.84 and a fifty-two week high of $77.01. The business has a 50-day moving average of $73.42 and a two-hundred day moving average of $70.32. The stock has a market capitalization of $120.33 billion, a P/E ratio of 19.00 and a beta of 1.01.

iShares Core S&P Mid-Cap ETF Company 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). 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.