Litman Gregory Wealth Management LLC Has $41.40 Million Position in iShares Core S&P Mid-Cap ETF $IJH

Litman Gregory Wealth Management LLC reduced its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 23.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 667,558 shares of the company’s stock after selling 203,398 shares during the period. iShares Core S&P Mid-Cap ETF makes up 3.3% of Litman Gregory Wealth Management LLC’s portfolio, making the stock its 7th biggest holding. Litman Gregory Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $41,402,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in IJH. MorganRosel Wealth Management LLC bought a new stake in shares of iShares Core S&P Mid-Cap ETF during the 1st quarter valued at about $29,000. American Capital Advisory LLC purchased a new stake in iShares Core S&P Mid-Cap ETF in the first quarter valued at approximately $33,000. PMV Capital Advisers LLC bought a new stake in iShares Core S&P Mid-Cap ETF during the second quarter valued at approximately $38,000. Banque Transatlantique SA purchased a new position in iShares Core S&P Mid-Cap ETF in the 1st quarter worth approximately $35,000. Finally, Vermillion Wealth Management Inc. increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 324.2% in the 2nd quarter. Vermillion Wealth Management Inc. now owns 649 shares of the company’s stock worth $40,000 after buying an additional 496 shares during the last quarter. Hedge funds and other institutional investors own 14.60% of the company’s stock.

iShares Core S&P Mid-Cap ETF Stock Performance

iShares Core S&P Mid-Cap ETF stock opened at $65.77 on Monday. 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. The stock has a market cap of $100.53 billion, a P/E ratio of 19.00 and a beta of 1.12. The firm’s fifty day moving average price is $64.64 and its 200-day moving average price is $61.36.

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).