NerdWallet Wealth Partners LLC Has $3.45 Million Stake in iShares Core S&P Mid-Cap ETF $IJH

NerdWallet Wealth Partners LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 155.3% during the 1st quarter, Holdings Channel reports. The institutional investor owned 51,110 shares of the company’s stock after acquiring an additional 31,088 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises about 1.5% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 10th largest position. NerdWallet Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $3,452,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in IJH. Cypress Wealth Services LLC lifted its position in shares of iShares Core S&P Mid-Cap ETF by 287.5% in the 4th quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock worth $988,000 after purchasing an additional 11,112 shares during the period. Chesley Taft & Associates LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 1.3% during the fourth quarter. Chesley Taft & Associates LLC now owns 608,201 shares of the company’s stock worth $40,141,000 after buying an additional 7,714 shares during the period. Coastline Trust Co increased its position in shares of iShares Core S&P Mid-Cap ETF by 33.4% during the fourth quarter. Coastline Trust Co now owns 494,326 shares of the company’s stock worth $32,626,000 after buying an additional 123,864 shares during the period. Grove Bank & Trust raised its stake in iShares Core S&P Mid-Cap ETF by 13.0% during the fourth quarter. Grove Bank & Trust now owns 696,313 shares of the company’s stock worth $45,957,000 after buying an additional 80,197 shares during the last quarter. Finally, Enclave Advisors LLC raised its stake in iShares Core S&P Mid-Cap ETF by 11.5% during the fourth quarter. Enclave Advisors LLC now owns 116,281 shares of the company’s stock worth $7,675,000 after buying an additional 11,989 shares during the last quarter. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Up 0.1%

IJH stock opened at $75.63 on Thursday. The firm has a market cap of $122.34 billion, a price-to-earnings ratio of 19.00 and a beta of 1.00. iShares Core S&P Mid-Cap ETF has a 12-month low of $61.29 and a 12-month high of $77.28. The company’s fifty day simple moving average is $74.83 and its 200 day simple moving average is $71.55.

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.