Wealthquest Corp Raises Position in iShares Core S&P Mid-Cap ETF $IJH

Wealthquest Corp grew its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 2.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 807,614 shares of the company’s stock after acquiring an additional 19,930 shares during the period. iShares Core S&P Mid-Cap ETF accounts for approximately 3.9% of Wealthquest Corp’s portfolio, making the stock its 7th largest holding. Wealthquest Corp owned 0.05% of iShares Core S&P Mid-Cap ETF worth $54,538,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Brighton Jones LLC increased its position in shares of iShares Core S&P Mid-Cap ETF by 4.2% during the fourth quarter. Brighton Jones LLC now owns 77,674 shares of the company’s stock valued at $4,840,000 after buying an additional 3,155 shares during the period. AQR Capital Management LLC boosted its position 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 acquiring an additional 28,722 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF in the first quarter valued at approximately $7,142,000. United Bank grew its stake in iShares Core S&P Mid-Cap ETF by 3.3% during the second quarter. United Bank now owns 75,964 shares of the company’s stock valued at $4,711,000 after acquiring an additional 2,460 shares in the last quarter. Finally, First Trust Advisors LP grew its stake in iShares Core S&P Mid-Cap ETF by 8.0% during the second quarter. First Trust Advisors LP now owns 9,352 shares of the company’s stock valued at $580,000 after acquiring an additional 689 shares in the last quarter. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Trading Down 0.1%

iShares Core S&P Mid-Cap ETF stock opened at $75.27 on Friday. The firm’s 50 day simple moving average is $75.43 and its 200 day simple moving average is $72.20. The firm has a market capitalization of $121.99 billion, a PE ratio of 19.00 and a beta of 1.00. iShares Core S&P Mid-Cap ETF has a 1-year low of $61.29 and a 1-year high of $77.28.

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.