iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) is Wealthquest Corp’s 9th Largest Position

Wealthquest Corp grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 3.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 700,527 shares of the company’s stock after buying an additional 20,772 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for approximately 3.6% of Wealthquest Corp’s investment portfolio, making the stock its 9th biggest holding. Wealthquest Corp owned 0.05% of iShares Core S&P Mid-Cap ETF worth $43,650,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IJH. Strategic Investment Solutions Inc. IL purchased a new stake in iShares Core S&P Mid-Cap ETF during the second quarter worth about $34,000. Darwin Wealth Management LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF during the 3rd quarter valued at approximately $35,000. Davis Capital Management increased its stake in shares of iShares Core S&P Mid-Cap ETF by 69.7% during the 3rd quarter. Davis Capital Management now owns 789 shares of the company’s stock worth $49,000 after purchasing an additional 324 shares during the last quarter. Pin Oak Investment Advisors Inc. raised its holdings in shares of iShares Core S&P Mid-Cap ETF by 134.5% in the 3rd quarter. Pin Oak Investment Advisors Inc. now owns 809 shares of the company’s stock worth $50,000 after purchasing an additional 464 shares during the period. Finally, FSA Wealth Management LLC purchased a new position in iShares Core S&P Mid-Cap ETF in the third quarter valued at approximately $58,000.

iShares Core S&P Mid-Cap ETF Trading Up 0.5 %

Shares of NYSEARCA IJH opened at $64.70 on Tuesday. The firm has a market cap of $90.58 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. The stock has a fifty day simple moving average of $64.59 and a two-hundred day simple moving average of $62.39. iShares Core S&P Mid-Cap ETF has a 1-year low of $53.56 and a 1-year high of $68.33.

iShares Core S&P Mid-Cap ETF 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).