iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) is Wealthspire Advisors LLC’s 4th Largest Position

Wealthspire Advisors LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 5.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,606,982 shares of the company’s stock after acquiring an additional 410,754 shares during the period. iShares Core S&P Mid-Cap ETF accounts for approximately 4.7% of Wealthspire Advisors LLC’s investment portfolio, making the stock its 4th biggest position. Wealthspire Advisors LLC owned about 0.54% of iShares Core S&P Mid-Cap ETF worth $473,991,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Sheaff Brock Investment Advisors LLC grew its stake in iShares Core S&P Mid-Cap ETF by 2.9% during the 4th quarter. Sheaff Brock Investment Advisors LLC now owns 13,420 shares of the company’s stock valued at $836,000 after acquiring an additional 375 shares in the last quarter. Novare Capital Management LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 10.7% in the 4th quarter. Novare Capital Management LLC now owns 129,554 shares of the company’s stock valued at $8,073,000 after buying an additional 12,486 shares during the period. SC&H Financial Advisors Inc. grew its stake in shares of iShares Core S&P Mid-Cap ETF by 16.2% in the 4th quarter. SC&H Financial Advisors Inc. now owns 13,773 shares of the company’s stock valued at $858,000 after buying an additional 1,919 shares during the period. Wealth Enhancement Advisory Services LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 2.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 1,615,542 shares of the company’s stock valued at $100,681,000 after buying an additional 32,494 shares during the period. Finally, Investments & Financial Planning LLC grew its stake in shares of iShares Core S&P Mid-Cap ETF by 0.4% in the 4th quarter. Investments & Financial Planning LLC now owns 396,889 shares of the company’s stock valued at $24,730,000 after buying an additional 1,747 shares during the period.

iShares Core S&P Mid-Cap ETF Price Performance

iShares Core S&P Mid-Cap ETF stock opened at $62.00 on Friday. The firm has a 50 day simple moving average of $63.69 and a 200-day simple moving average of $63.15. iShares Core S&P Mid-Cap ETF has a 1-year low of $56.01 and a 1-year high of $68.33. The stock has a market cap of $86.80 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09.

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).