Forum Financial Management LP Raises Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Forum Financial Management LP grew its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 27.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,146 shares of the company’s stock after acquiring an additional 1,328 shares during the quarter. Forum Financial Management LP’s holdings in iShares Core S&P Mid-Cap ETF were worth $381,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. MorganRosel Wealth Management LLC purchased a new stake in shares of iShares Core S&P Mid-Cap ETF in the first quarter valued at $29,000. American Capital Advisory LLC purchased a new position in iShares Core S&P Mid-Cap ETF during the first quarter worth about $33,000. Banque Transatlantique SA purchased a new position in iShares Core S&P Mid-Cap ETF during the first quarter worth about $35,000. Wayfinding Financial LLC purchased a new position in iShares Core S&P Mid-Cap ETF during the first quarter worth about $37,000. Finally, PMV Capital Advisers LLC purchased a new position in iShares Core S&P Mid-Cap ETF during the second quarter worth about $38,000. 14.60% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Trading Up 0.6%

NYSEARCA IJH opened at $65.99 on Friday. The business’s 50-day moving average price is $65.18 and its 200 day moving average price is $62.19. iShares Core S&P Mid-Cap ETF has a twelve month low of $50.15 and a twelve month high of $68.33. The company has a market capitalization of $101.15 billion, a PE ratio of 19.00 and a beta of 1.12.

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).