Neumann Capital Management LLC Lowers Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH

Neumann Capital Management LLC reduced its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 0.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 209,360 shares of the company’s stock after selling 1,296 shares during the quarter. iShares Core S&P Mid-Cap ETF accounts for 4.1% of Neumann Capital Management LLC’s portfolio, making the stock its 7th biggest holding. Neumann Capital Management LLC’s holdings in iShares Core S&P Mid-Cap ETF were worth $12,985,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. XY Planning Network Inc. lifted its holdings in iShares Core S&P Mid-Cap ETF by 15.2% in the second quarter. XY Planning Network Inc. now owns 15,541 shares of the company’s stock valued at $964,000 after acquiring an additional 2,054 shares during the period. BayBridge Capital Group LLC increased its position in iShares Core S&P Mid-Cap ETF by 0.5% in the second quarter. BayBridge Capital Group LLC now owns 102,012 shares of the company’s stock worth $6,327,000 after buying an additional 541 shares in the last quarter. Charles Schwab Trust Co purchased a new stake in iShares Core S&P Mid-Cap ETF in the second quarter worth about $292,000. SFM LLC grew its position in shares of iShares Core S&P Mid-Cap ETF by 59.4% during the second quarter. SFM LLC now owns 31,092 shares of the company’s stock worth $1,928,000 after purchasing an additional 11,586 shares in the last quarter. Finally, SeaBridge Investment Advisors LLC grew its position in shares of iShares Core S&P Mid-Cap ETF by 32.4% during the second quarter. SeaBridge Investment Advisors LLC now owns 43,700 shares of the company’s stock worth $2,710,000 after purchasing an additional 10,700 shares in the last quarter. 14.60% of the stock is owned by institutional investors.

iShares Core S&P Mid-Cap ETF Trading Up 1.0%

NYSEARCA:IJH opened at $65.34 on Friday. iShares Core S&P Mid-Cap ETF has a 12-month low of $50.15 and a 12-month high of $68.33. The stock has a 50-day moving average price of $64.48 and a 200 day moving average price of $61.11. The stock has a market capitalization of $100.15 billion, a P/E ratio of 19.00 and a beta of 1.12.

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).