iShares Core S&P Mid-Cap ETF $IJH Stake Increased by Wealthquest Corp

Wealthquest Corp boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 1.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 773,050 shares of the company’s stock after purchasing an additional 9,985 shares during the period. iShares Core S&P Mid-Cap ETF makes up approximately 4.0% of Wealthquest Corp’s investment portfolio, making the stock its 7th biggest holding. Wealthquest Corp owned approximately 0.05% of iShares Core S&P Mid-Cap ETF worth $50,449,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core S&P Mid-Cap ETF by 5.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 119,891,228 shares of the company’s stock valued at $7,435,654,000 after purchasing an additional 5,810,344 shares during the period. Bank of New York Mellon Corp lifted its holdings in iShares Core S&P Mid-Cap ETF by 1.0% during the 2nd quarter. Bank of New York Mellon Corp now owns 59,972,950 shares of the company’s stock valued at $3,719,522,000 after buying an additional 571,850 shares in the last quarter. Raymond James Financial Inc. lifted its holdings in iShares Core S&P Mid-Cap ETF by 3.0% during the 2nd quarter. Raymond James Financial Inc. now owns 38,719,798 shares of the company’s stock valued at $2,401,402,000 after buying an additional 1,122,461 shares in the last quarter. Envestnet Asset Management Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 1.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 34,572,306 shares of the company’s stock valued at $2,143,792,000 after buying an additional 516,089 shares during the period. Finally, First Command Advisory Services Inc. grew its stake in iShares Core S&P Mid-Cap ETF by 1.7% in the 2nd quarter. First Command Advisory Services Inc. now owns 15,412,835 shares of the company’s stock worth $955,904,000 after acquiring an additional 250,966 shares in the last quarter. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of NYSEARCA:IJH opened at $71.73 on Friday. The firm’s 50 day simple moving average is $68.08 and its 200-day simple moving average is $65.88. iShares Core S&P Mid-Cap ETF has a one year low of $50.15 and a one year high of $71.82. The firm has a market cap of $112.02 billion, a PE ratio of 19.00 and a beta of 1.07.

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.