Wealthspire Retirement LLC Has $28.20 Million Holdings in iShares Core S&P Mid-Cap ETF $IJH

Wealthspire Retirement LLC lifted its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 16.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 417,580 shares of the company’s stock after purchasing an additional 58,041 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 1.7% of Wealthspire Retirement LLC’s holdings, making the stock its 13th largest position. Wealthspire Retirement LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $28,199,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. grew its position in iShares Core S&P Mid-Cap ETF by 1.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 124,791,222 shares of the company’s stock worth $8,236,221,000 after buying an additional 2,142,484 shares in the last quarter. Bank of America Corp DE increased its stake in iShares Core S&P Mid-Cap ETF by 1.7% during the 4th quarter. Bank of America Corp DE now owns 69,097,876 shares of the company’s stock worth $4,560,460,000 after acquiring an additional 1,184,255 shares during the period. Bank of New York Mellon Corp raised its holdings in iShares Core S&P Mid-Cap ETF by 0.3% in the 1st quarter. Bank of New York Mellon Corp now owns 58,734,173 shares of the company’s stock valued at $3,966,319,000 after acquiring an additional 188,450 shares in the last quarter. Raymond James Financial Inc. raised its holdings in iShares Core S&P Mid-Cap ETF by 3.0% in the 2nd quarter. Raymond James Financial Inc. now owns 38,719,798 shares of the company’s stock valued at $2,401,402,000 after acquiring an additional 1,122,461 shares in the last quarter. Finally, LPL Financial LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 5.1% in the 4th quarter. LPL Financial LLC now owns 29,123,810 shares of the company’s stock valued at $1,922,171,000 after acquiring an additional 1,406,203 shares in the last quarter. 14.60% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA:IJH opened at $75.69 on Thursday. The company has a market cap of $122.59 billion, a price-to-earnings ratio of 19.00 and a beta of 1.00. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $61.29 and a fifty-two week high of $77.28. The stock has a fifty day moving average price of $75.03 and a 200-day moving average price of $71.87.

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.