Portland Global Advisors LLC Has $49.73 Million Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Portland Global Advisors LLC raised its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 753,414 shares of the company’s stock after acquiring an additional 26,039 shares during the period. iShares Core S&P Mid-Cap ETF makes up 5.3% of Portland Global Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Portland Global Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $49,725,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of IJH. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P Mid-Cap ETF by 2.3% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 122,648,738 shares of the company’s stock valued at $8,004,057,000 after acquiring an additional 2,757,510 shares during the period. Valpey Financial Services LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 6,393.9% during the fourth quarter. Valpey Financial Services LLC now owns 1,698,870 shares of the company’s stock valued at $112,125,000 after buying an additional 1,672,709 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its position in shares of iShares Core S&P Mid-Cap ETF by 238.9% during the third quarter. Mercer Global Advisors Inc. ADV now owns 2,302,038 shares of the company’s stock valued at $150,231,000 after buying an additional 1,622,736 shares during the last quarter. Bleakley Financial Group LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 488.5% during the fourth quarter. Bleakley Financial Group LLC now owns 1,850,827 shares of the company’s stock valued at $122,155,000 after buying an additional 1,536,335 shares during the last quarter. Finally, Axxcess Wealth Management LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 150.0% during the fourth quarter. Axxcess Wealth Management LLC now owns 2,318,617 shares of the company’s stock valued at $153,029,000 after buying an additional 1,391,199 shares during the last quarter. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of IJH opened at $74.60 on Friday. The company has a 50-day simple moving average of $71.27 and a 200-day simple moving average of $69.25. The firm has a market capitalization of $118.46 billion, a P/E ratio of 19.00 and a beta of 1.02. iShares Core S&P Mid-Cap ETF has a 52 week low of $59.14 and a 52 week high of $75.15.

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.