NerdWallet Wealth Partners LLC Has $4.90 Million Holdings in iShares Core S&P Mid-Cap ETF $IJH

NerdWallet Wealth Partners LLC increased its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 24.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 63,507 shares of the company’s stock after acquiring an additional 12,397 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises 1.7% of NerdWallet Wealth Partners LLC’s holdings, making the stock its 10th largest holding. NerdWallet Wealth Partners LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $4,896,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Diversified Management Inc. acquired a new position in iShares Core S&P Mid-Cap ETF in the fourth quarter valued at approximately $14,647,000. EJMK Ventures LLC boosted its holdings in shares of iShares Core S&P Mid-Cap ETF by 46.2% during the 1st quarter. EJMK Ventures LLC now owns 52,112 shares of the company’s stock worth $3,519,000 after buying an additional 16,464 shares in the last quarter. Charter Capital Management LLC DE grew its position in shares of iShares Core S&P Mid-Cap ETF by 2.2% during the 4th quarter. Charter Capital Management LLC DE now owns 886,744 shares of the company’s stock worth $58,525,000 after buying an additional 19,316 shares during the period. Single Point Partners LLC grew its position in shares of iShares Core S&P Mid-Cap ETF by 1.0% during the 4th quarter. Single Point Partners LLC now owns 710,034 shares of the company’s stock worth $46,862,000 after buying an additional 7,035 shares during the period. Finally, Twelve Points Wealth Management LLC bought a new stake in shares of iShares Core S&P Mid-Cap ETF in the 4th quarter valued at $759,000. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Stock Down 0.3%

iShares Core S&P Mid-Cap ETF stock opened at $76.75 on Friday. The company has a market capitalization of $124.83 billion, a PE ratio of 19.00 and a beta of 1.01. iShares Core S&P Mid-Cap ETF has a 12-month low of $62.17 and a 12-month high of $77.93. The firm’s fifty day moving average is $75.64 and its 200 day moving average is $72.42.

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.