Topel & Distasi Wealth Management LLC Reduces Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Topel & Distasi Wealth Management LLC cut its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 9.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,933 shares of the company’s stock after selling 11,368 shares during the quarter. iShares Core S&P Mid-Cap ETF makes up about 3.6% of Topel & Distasi Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Topel & Distasi Wealth Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $6,818,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Banque Transatlantique SA bought a new stake in shares of iShares Core S&P Mid-Cap ETF in the 1st quarter worth approximately $35,000. PMV Capital Advisers LLC purchased a new position in iShares Core S&P Mid-Cap ETF during the second quarter valued at $38,000. Vermillion Wealth Management Inc. boosted its holdings in iShares Core S&P Mid-Cap ETF by 324.2% in the second quarter. Vermillion Wealth Management Inc. now owns 649 shares of the company’s stock worth $40,000 after acquiring an additional 496 shares in the last quarter. Access Investment Management LLC purchased a new stake in shares of iShares Core S&P Mid-Cap ETF in the second quarter worth $42,000. Finally, Truvestments Capital LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF by 152.8% during the first quarter. Truvestments Capital LLC now owns 890 shares of the company’s stock valued at $52,000 after acquiring an additional 538 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

IJH opened at $64.93 on Monday. The firm has a market cap of $99.64 billion, a PE ratio of 19.00 and a beta of 1.07. The stock has a 50-day moving average price of $65.26 and a 200-day moving average price of $63.00. iShares Core S&P Mid-Cap ETF has a 1 year low of $50.15 and a 1 year high of $68.33.

iShares Core S&P Mid-Cap ETF Profile

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).