FSM Wealth Advisors LLC Raises Holdings in iShares Core S&P Mid-Cap ETF $IJH

FSM Wealth Advisors LLC boosted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 341,804 shares of the company’s stock after buying an additional 12,093 shares during the period. iShares Core S&P Mid-Cap ETF makes up about 3.1% of FSM Wealth Advisors LLC’s investment portfolio, making the stock its 9th largest position. FSM Wealth Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $22,559,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. U.S. Capital Wealth Advisors LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 0.5% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 27,627 shares of the company’s stock valued at $1,823,000 after buying an additional 146 shares during the period. Bfsg LLC lifted its stake in shares of iShares Core S&P Mid-Cap ETF by 4.6% during the third quarter. Bfsg LLC now owns 3,492 shares of the company’s stock valued at $228,000 after acquiring an additional 155 shares during the period. Seneca House Advisors raised its position in shares of iShares Core S&P Mid-Cap ETF by 1.3% during the 3rd quarter. Seneca House Advisors now owns 11,931 shares of the company’s stock valued at $779,000 after acquiring an additional 158 shares during the last quarter. Magnolia Capital Advisors LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 1.0% in the third quarter. Magnolia Capital Advisors LLC now owns 15,433 shares of the company’s stock valued at $1,007,000 after purchasing an additional 158 shares during the last quarter. Finally, Whalerock Point Partners LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 1.7% in the 3rd quarter. Whalerock Point Partners LLC now owns 9,554 shares of the company’s stock valued at $623,000 after acquiring an additional 159 shares during the period. Institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Price Performance

NYSEARCA:IJH opened at $70.45 on Monday. The business’s 50-day simple moving average is $69.44 and its 200-day simple moving average is $67.45. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $52.68 and a fifty-two week high of $72.56. The stock has a market capitalization of $111.02 billion, a PE ratio of 19.00 and a beta of 1.04.

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). 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.