iShares Core S&P Mid-Cap ETF $IJH is Wealthquest Corp’s 7th Largest Position

Wealthquest Corp grew its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 787,684 shares of the company’s stock after buying an additional 14,634 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 3.9% of Wealthquest Corp’s portfolio, making the stock its 7th largest position. Wealthquest Corp’s holdings in iShares Core S&P Mid-Cap ETF were worth $51,987,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 4.2% in the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock valued at $4,840,000 after purchasing an additional 3,155 shares during the period. AQR Capital Management LLC boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 91.4% in the first quarter. AQR Capital Management LLC now owns 60,150 shares of the company’s stock valued at $3,510,000 after purchasing an additional 28,722 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new position in shares of iShares Core S&P Mid-Cap ETF in the first quarter valued at $7,142,000. United Bank boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 3.3% in the second quarter. United Bank now owns 75,964 shares of the company’s stock valued at $4,711,000 after purchasing an additional 2,460 shares during the period. Finally, First Trust Advisors LP boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 8.0% in the second quarter. First Trust Advisors LP now owns 9,352 shares of the company’s stock valued at $580,000 after purchasing an additional 689 shares during the period. 14.60% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of IJH stock opened at $73.50 on Monday. The company has a market capitalization of $116.71 billion, a PE ratio of 19.00 and a beta of 1.02. The firm has a fifty day simple moving average of $70.57 and a 200-day simple moving average of $68.94. iShares Core S&P Mid-Cap ETF has a twelve month low of $58.84 and a twelve month high of $75.15.

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). 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.