Axis Wealth Partners LLC Has $2.80 Million Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Axis Wealth Partners LLC reduced its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 18.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 42,857 shares of the company’s stock after selling 9,808 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 1.6% of Axis Wealth Partners LLC’s holdings, making the stock its 17th largest position. Axis Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $2,797,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in iShares Core S&P Mid-Cap ETF by 4.2% in the 4th 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 in the last quarter. AQR Capital Management LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF by 91.4% during the first quarter. AQR Capital Management LLC now owns 60,150 shares of the company’s stock worth $3,510,000 after buying an additional 28,722 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new stake in shares of iShares Core S&P Mid-Cap ETF in the first quarter valued at about $7,142,000. Jones Financial Companies Lllp boosted its position in shares of iShares Core S&P Mid-Cap ETF by 25.8% in the first quarter. Jones Financial Companies Lllp now owns 4,525,078 shares of the company’s stock valued at $263,594,000 after acquiring an additional 926,999 shares during the period. Finally, Modern Wealth Management LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 26.8% in the first quarter. Modern Wealth Management LLC now owns 15,658 shares of the company’s stock valued at $914,000 after acquiring an additional 3,309 shares in the last quarter. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $69.11 on Friday. iShares Core S&P Mid-Cap ETF has a 52 week low of $50.15 and a 52 week high of $69.20. The firm’s 50-day simple moving average is $66.04 and its 200 day simple moving average is $64.96. The firm has a market cap of $107.40 billion, a price-to-earnings ratio of 19.00 and a beta of 1.07.

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.