Portus Wealth Advisors LLC Makes New Investment in iShares Core S&P Mid-Cap ETF $IJH

Portus Wealth Advisors LLC purchased a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the third quarter, according to its most recent filing with the SEC. The fund purchased 19,477 shares of the company’s stock, valued at approximately $1,271,000. iShares Core S&P Mid-Cap ETF comprises 1.3% of Portus Wealth Advisors LLC’s portfolio, making the stock its 23rd biggest position.

Other large investors have also recently added to or reduced their stakes in the company. Bfsg LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF by 4.6% in 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 increased its position in iShares Core S&P Mid-Cap ETF by 1.3% during the third quarter. Seneca House Advisors now owns 11,931 shares of the company’s stock worth $779,000 after acquiring an additional 158 shares during the period. Magnolia Capital Advisors LLC raised its stake in iShares Core S&P Mid-Cap ETF by 1.0% in the 3rd quarter. Magnolia Capital Advisors LLC now owns 15,433 shares of the company’s stock worth $1,007,000 after purchasing an additional 158 shares in the last quarter. Whalerock Point Partners LLC raised its stake in 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 worth $623,000 after purchasing an additional 159 shares in the last quarter. Finally, Crews Bank & Trust boosted its holdings in iShares Core S&P Mid-Cap ETF by 1.3% in the 3rd quarter. Crews Bank & Trust now owns 12,802 shares of the company’s stock valued at $835,000 after purchasing an additional 160 shares during the period. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Up 0.7%

NYSEARCA IJH opened at $67.82 on Wednesday. The firm has a 50-day moving average price of $69.99 and a two-hundred day moving average price of $67.15. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $72.56. The company has a market capitalization of $105.92 billion, a P/E ratio of 19.00 and a beta of 1.07.

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.