iShares Core S&P Mid-Cap ETF (IJH) is Marietta Wealth Management LLC’s 2nd Largest Position

Marietta Wealth Management LLC raised its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 9.8% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 34,430 shares of the company’s stock after acquiring an additional 3,077 shares during the period. iShares Core S&P Mid-Cap ETF comprises 3.1% of Marietta Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. Marietta Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $6,930,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Tufton Capital Management raised its stake in shares of iShares Core S&P Mid-Cap ETF by 8.5% during the 2nd quarter. Tufton Capital Management now owns 3,259 shares of the company’s stock worth $634,000 after purchasing an additional 254 shares in the last quarter. Dowling & Yahnke LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 10.7% during the 2nd quarter. Dowling & Yahnke LLC now owns 2,669 shares of the company’s stock worth $520,000 after purchasing an additional 257 shares in the last quarter. Founders Financial Securities LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 3.2% during the 3rd quarter. Founders Financial Securities LLC now owns 8,628 shares of the company’s stock worth $1,737,000 after purchasing an additional 266 shares in the last quarter. Clearwater Capital Advisors LLC raised its stake in shares of iShares Core S&P Mid-Cap ETF by 3.3% during the 3rd quarter. Clearwater Capital Advisors LLC now owns 8,354 shares of the company’s stock worth $1,682,000 after purchasing an additional 270 shares in the last quarter. Finally, Mitchell Capital Management Co. raised its stake in shares of iShares Core S&P Mid-Cap ETF by 9.0% during the 3rd quarter. Mitchell Capital Management Co. now owns 3,290 shares of the company’s stock worth $662,000 after purchasing an additional 271 shares in the last quarter.

IJH opened at $182.27 on Friday. iShares Core S&P Mid-Cap ETF has a 1-year low of $176.32 and a 1-year high of $205.47.

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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).

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Institutional Ownership by Quarter for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

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