Wellspring Financial Advisors LLC Lowers Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Wellspring Financial Advisors LLC lowered its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,275,558 shares of the company’s stock after selling 12,141 shares during the period. iShares Core S&P Mid-Cap ETF comprises about 1.2% of Wellspring Financial Advisors LLC’s portfolio, making the stock its 16th largest position. Wellspring Financial Advisors LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $84,187,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in IJH. Networth Advisors LLC purchased a new stake in iShares Core S&P Mid-Cap ETF during the fourth quarter worth about $28,000. New Millennium Group LLC increased its holdings in iShares Core S&P Mid-Cap ETF by 72.1% during the third quarter. New Millennium Group LLC now owns 537 shares of the company’s stock worth $35,000 after buying an additional 225 shares during the last quarter. Maryland Capital Advisors Inc. increased its holdings in iShares Core S&P Mid-Cap ETF by 240.7% during the fourth quarter. Maryland Capital Advisors Inc. now owns 552 shares of the company’s stock worth $36,000 after buying an additional 390 shares during the last quarter. Garner Asset Management Corp purchased a new stake in iShares Core S&P Mid-Cap ETF during the fourth quarter worth about $39,000. Finally, Bank & Trust Co purchased a new stake in iShares Core S&P Mid-Cap ETF during the fourth quarter worth about $41,000. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

NYSEARCA IJH opened at $73.65 on Thursday. iShares Core S&P Mid-Cap ETF has a 52-week low of $59.84 and a 52-week high of $75.64. The company has a 50-day simple moving average of $72.51 and a 200 day simple moving average of $69.88. The company has a market capitalization of $116.95 billion, a PE ratio of 19.00 and a beta of 1.01.

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.