Bartlett & CO. Wealth Management LLC Grows Position in iShares Core S&P Mid-Cap ETF $IJH

Bartlett & CO. Wealth Management LLC grew its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 26.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,084,242 shares of the company’s stock after acquiring an additional 224,632 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 1.0% of Bartlett & CO. Wealth Management LLC’s investment portfolio, making the stock its 29th largest position. Bartlett & CO. Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $78,445,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Bank of New York Mellon Corp lifted its position in iShares Core S&P Mid-Cap ETF by 5.4% during the fourth quarter. Bank of New York Mellon Corp now owns 58,545,723 shares of the company’s stock valued at $3,864,018,000 after purchasing an additional 2,998,287 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 2.3% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 122,648,738 shares of the company’s stock worth $8,004,057,000 after buying an additional 2,757,510 shares during the last quarter. Fifth Third Bancorp increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 58.2% in the 1st quarter. Fifth Third Bancorp now owns 7,404,697 shares of the company’s stock worth $500,039,000 after buying an additional 2,724,330 shares during the last quarter. Valpey Financial Services LLC raised its position in shares of iShares Core S&P Mid-Cap ETF by 6,393.9% during the 4th quarter. Valpey Financial Services LLC now owns 1,698,870 shares of the company’s stock valued at $112,125,000 after buying an additional 1,672,709 shares in the last quarter. Finally, Bridges Investment Management Inc. raised its position in shares of iShares Core S&P Mid-Cap ETF by 35.4% during the 4th quarter. Bridges Investment Management Inc. now owns 6,015,226 shares of the company’s stock valued at $397,005,000 after buying an additional 1,572,184 shares in the last quarter. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $75.54 on Friday. iShares Core S&P Mid-Cap ETF has a 52-week low of $61.29 and a 52-week high of $77.28. The company has a fifty day moving average of $74.90 and a 200-day moving average of $71.64. The company has a market capitalization of $122.35 billion, a P/E ratio of 19.00 and a beta of 1.00.

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.