StrongBox Wealth LLC Has $10.10 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

StrongBox Wealth LLC raised its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 5.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 154,793 shares of the company’s stock after buying an additional 8,459 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 3.4% of StrongBox Wealth LLC’s investment portfolio, making the stock its 6th largest holding. StrongBox Wealth LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $10,102,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Capital A Wealth Management LLC bought a new position in iShares Core S&P Mid-Cap ETF during the second quarter worth $25,000. Banque Transatlantique SA acquired a new position in shares of iShares Core S&P Mid-Cap ETF during the first quarter valued at about $35,000. PMV Capital Advisers LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the 2nd quarter worth about $38,000. Vermillion Wealth Management Inc. boosted its position in shares of iShares Core S&P Mid-Cap ETF by 324.2% during the 2nd quarter. Vermillion Wealth Management Inc. now owns 649 shares of the company’s stock worth $40,000 after purchasing an additional 496 shares in the last quarter. Finally, Access Investment Management LLC acquired a new stake in shares of iShares Core S&P Mid-Cap ETF in the 2nd quarter valued at about $42,000. Institutional investors and hedge funds own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Down 1.1%

Shares of IJH opened at $66.28 on Wednesday. The stock has a market cap of $101.71 billion, a P/E ratio of 19.00 and a beta of 1.07. The business’s fifty day moving average is $65.25 and its 200 day moving average is $64.17. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $68.22.

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).