Lutz Financial Services LLC Has $90.42 Million Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Lutz Financial Services LLC cut its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,457,901 shares of the company’s stock after selling 651 shares during the quarter. iShares Core S&P Mid-Cap ETF comprises about 7.0% of Lutz Financial Services LLC’s portfolio, making the stock its 3rd biggest holding. Lutz Financial Services LLC owned approximately 0.10% of iShares Core S&P Mid-Cap ETF worth $90,419,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Next Level Private LLC boosted its stake in iShares Core S&P Mid-Cap ETF by 1.2% in the 2nd quarter. Next Level Private LLC now owns 13,725 shares of the company’s stock valued at $851,000 after purchasing an additional 160 shares during the period. Mitchell Mcleod Pugh & Williams Inc. boosted its stake in iShares Core S&P Mid-Cap ETF by 2.9% in the 2nd quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 5,890 shares of the company’s stock valued at $365,000 after purchasing an additional 165 shares during the period. Mine & Arao Wealth Creation & Management LLC. boosted its stake in iShares Core S&P Mid-Cap ETF by 0.7% in the 2nd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 26,103 shares of the company’s stock valued at $1,619,000 after purchasing an additional 181 shares during the period. LifeSteps Financial Inc. boosted its stake in iShares Core S&P Mid-Cap ETF by 0.3% in the 2nd quarter. LifeSteps Financial Inc. now owns 66,465 shares of the company’s stock valued at $4,122,000 after purchasing an additional 189 shares during the period. Finally, Freedom Day Solutions LLC raised its holdings in iShares Core S&P Mid-Cap ETF by 5.1% in the 1st quarter. Freedom Day Solutions LLC now owns 3,936 shares of the company’s stock valued at $230,000 after acquiring an additional 190 shares in the last quarter. 14.60% of the stock is currently owned by institutional investors.

iShares Core S&P Mid-Cap ETF Price Performance

Shares of NYSEARCA IJH opened at $64.47 on Friday. The stock has a market capitalization of $98.75 billion, a PE ratio of 19.00 and a beta of 1.12. The business has a fifty day moving average price of $65.00 and a two-hundred day moving average price of $61.73. iShares Core S&P Mid-Cap ETF has a fifty-two week low of $50.15 and a fifty-two week high of $68.33.

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).