Lutz Financial Services LLC Cuts Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Lutz Financial Services LLC decreased its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,445,080 shares of the company’s stock after selling 2,681 shares during the period. iShares Core S&P Mid-Cap ETF accounts for 7.3% of Lutz Financial Services LLC’s portfolio, making the stock its 3rd largest position. Lutz Financial Services LLC owned approximately 0.10% of iShares Core S&P Mid-Cap ETF worth $90,043,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Key Financial Inc boosted its position in iShares Core S&P Mid-Cap ETF by 1.4% during the fourth quarter. Key Financial Inc now owns 11,203 shares of the company’s stock valued at $698,000 after purchasing an additional 160 shares during the last quarter. Forte Asset Management LLC boosted its position in iShares Core S&P Mid-Cap ETF by 0.5% during the third quarter. Forte Asset Management LLC now owns 33,195 shares of the company’s stock valued at $2,069,000 after purchasing an additional 162 shares during the last quarter. Grant Street Asset Management Inc. boosted its position in iShares Core S&P Mid-Cap ETF by 2.3% during the third quarter. Grant Street Asset Management Inc. now owns 7,395 shares of the company’s stock valued at $461,000 after purchasing an additional 168 shares during the last quarter. Tidemark LLC boosted its position in iShares Core S&P Mid-Cap ETF by 8.5% during the third quarter. Tidemark LLC now owns 2,159 shares of the company’s stock valued at $135,000 after purchasing an additional 169 shares during the last quarter. Finally, Concord Wealth Partners boosted its position in iShares Core S&P Mid-Cap ETF by 4.0% during the third quarter. Concord Wealth Partners now owns 4,530 shares of the company’s stock valued at $282,000 after purchasing an additional 174 shares during the last quarter.

iShares Core S&P Mid-Cap ETF Trading Down 2.4 %

IJH opened at $62.00 on Friday. The stock has a market cap of $86.80 billion, a price-to-earnings ratio of 3.28 and a beta of 1.09. iShares Core S&P Mid-Cap ETF has a 1 year low of $56.01 and a 1 year high of $68.33. The stock has a fifty day moving average price of $63.69 and a 200 day moving average price of $63.15.

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).