Hudson Oak Wealth Advisory LLC Invests $3.85 Million in iShares Core S&P Mid-Cap ETF $IJH

Hudson Oak Wealth Advisory LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 58,284 shares of the company’s stock, valued at approximately $3,847,000. iShares Core S&P Mid-Cap ETF makes up approximately 3.4% of Hudson Oak Wealth Advisory LLC’s portfolio, making the stock its 8th biggest position.

Other institutional investors have also modified their holdings of the company. Coyle Financial Counsel LLC boosted its stake 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 worth $18,932,000 after acquiring an additional 72,902 shares in the last quarter. Clarity Wealth Advisors LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 2.9% in the 3rd quarter. Clarity Wealth Advisors LLC now owns 261,065 shares of the company’s stock valued at $17,037,000 after buying an additional 7,470 shares in the last quarter. Cerity Partners LLC lifted its stake in iShares Core S&P Mid-Cap ETF by 13.3% in the 3rd quarter. Cerity Partners LLC now owns 4,992,224 shares of the company’s stock valued at $325,792,000 after buying an additional 585,414 shares in the last quarter. American Trust lifted its stake in iShares Core S&P Mid-Cap ETF by 2.4% in the 2nd quarter. American Trust now owns 782,741 shares of the company’s stock valued at $48,546,000 after buying an additional 18,062 shares in the last quarter. Finally, Bright Futures Wealth Management LLC. purchased a new stake in iShares Core S&P Mid-Cap ETF in the 3rd quarter valued at approximately $1,231,000. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

IJH stock opened at $70.45 on Monday. iShares Core S&P Mid-Cap ETF has a 1 year low of $52.68 and a 1 year high of $72.56. The stock’s 50 day moving average price is $69.44 and its 200 day moving average price is $67.45. The firm has a market cap of $111.02 billion, a P/E ratio of 19.00 and a beta of 1.04.

About iShares Core S&P Mid-Cap ETF

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.