RFG Bristol Wealth Advisors LLC Takes $241,000 Position in iShares Core S&P Mid-Cap ETF $IJH

RFG Bristol Wealth Advisors LLC bought a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 3,893 shares of the company’s stock, valued at approximately $241,000.

A number of other institutional investors and hedge funds have also made changes to their positions in IJH. Brighton Jones LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 4.2% in the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock valued at $4,840,000 after buying an additional 3,155 shares during the last quarter. Principal Financial Group Inc. increased its stake in shares of iShares Core S&P Mid-Cap ETF by 11.4% during the first quarter. Principal Financial Group Inc. now owns 317,176 shares of the company’s stock worth $18,507,000 after acquiring an additional 32,523 shares during the period. Brown Advisory Inc. increased its stake in shares of iShares Core S&P Mid-Cap ETF by 35.9% during the first quarter. Brown Advisory Inc. now owns 285,424 shares of the company’s stock worth $16,654,000 after acquiring an additional 75,425 shares during the period. Trek Financial LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF by 6.3% during the first quarter. Trek Financial LLC now owns 6,034 shares of the company’s stock worth $352,000 after acquiring an additional 359 shares during the period. Finally, Peterson Wealth Advisors LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF by 205.7% during the first quarter. Peterson Wealth Advisors LLC now owns 28,017 shares of the company’s stock worth $1,635,000 after acquiring an additional 18,851 shares during the period. 14.60% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Stock Up 0.7%

Shares of iShares Core S&P Mid-Cap ETF stock opened at $64.78 on Thursday. iShares Core S&P Mid-Cap ETF has a 52-week low of $50.15 and a 52-week high of $68.33. The company’s 50-day simple moving average is $65.29 and its 200-day simple moving average is $62.81. The firm has a market cap of $99.41 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07.

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).