Vestwell Advisors LLC Invests $26.29 Million in iShares Core S&P Mid-Cap ETF $IJH

Vestwell Advisors LLC acquired a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 398,371 shares of the company’s stock, valued at approximately $26,293,000. iShares Core S&P Mid-Cap ETF comprises 3.9% of Vestwell Advisors LLC’s investment portfolio, making the stock its 6th biggest holding.

Several other institutional investors have also recently modified their holdings of the company. Coyle Financial Counsel LLC raised its position in iShares Core S&P Mid-Cap ETF by 33.6% during the third quarter. Coyle Financial Counsel LLC now owns 290,109 shares of the company’s stock valued at $18,932,000 after acquiring an additional 72,902 shares in the last quarter. Bright Futures Wealth Management LLC. purchased a new position in iShares Core S&P Mid-Cap ETF during the third quarter valued at approximately $1,231,000. 1ST Source Bank raised its position in iShares Core S&P Mid-Cap ETF by 28.7% during the third quarter. 1ST Source Bank now owns 380,722 shares of the company’s stock valued at $24,846,000 after acquiring an additional 84,803 shares in the last quarter. Artemis Wealth Advisors LLC raised its position in iShares Core S&P Mid-Cap ETF by 50.3% during the third quarter. Artemis Wealth Advisors LLC now owns 46,740 shares of the company’s stock valued at $3,050,000 after acquiring an additional 15,650 shares in the last quarter. Finally, Cypress Wealth Services LLC raised its position in iShares Core S&P Mid-Cap ETF by 287.5% during the fourth quarter. Cypress Wealth Services LLC now owns 14,977 shares of the company’s stock valued at $988,000 after acquiring an additional 11,112 shares in the last quarter. 14.60% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Mid-Cap ETF Stock Performance

Shares of IJH stock opened at $76.04 on Monday. The stock has a 50 day moving average of $72.83 and a 200 day moving average of $70.05. The stock has a market cap of $120.75 billion, a P/E ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a twelve month low of $59.84 and a twelve month high of $76.41.

iShares Core S&P Mid-Cap ETF Company 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). 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.