Net Worth Advisory Group lifted its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 769.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 34,004 shares of the company’s stock after buying an additional 30,093 shares during the period. iShares S&P Mid-Cap 400 Value ETF makes up about 0.9% of Net Worth Advisory Group’s investment portfolio, making the stock its 20th biggest position. Net Worth Advisory Group’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $4,475,000 at the end of the most recent reporting period.
Several other large investors also recently modified their holdings of IJJ. FAS Wealth Partners Inc. increased its position in iShares S&P Mid-Cap 400 Value ETF by 1.0% during the second quarter. FAS Wealth Partners Inc. now owns 8,768 shares of the company’s stock valued at $1,084,000 after acquiring an additional 86 shares during the last quarter. Partners Wealth Management LLC boosted its position in iShares S&P Mid-Cap 400 Value ETF by 2.1% in the third quarter. Partners Wealth Management LLC now owns 4,294 shares of the company’s stock worth $557,000 after purchasing an additional 89 shares during the last quarter. PBMares Wealth Management LLC boosted its position in iShares S&P Mid-Cap 400 Value ETF by 3.4% in the third quarter. PBMares Wealth Management LLC now owns 2,753 shares of the company’s stock worth $357,000 after purchasing an additional 90 shares during the last quarter. Lodestar Private Asset Management LLC grew its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 1.8% during the 3rd quarter. Lodestar Private Asset Management LLC now owns 5,130 shares of the company’s stock valued at $665,000 after purchasing an additional 90 shares during the period. Finally, Stratos Wealth Partners LTD. increased its position in shares of iShares S&P Mid-Cap 400 Value ETF by 1.0% during the 3rd quarter. Stratos Wealth Partners LTD. now owns 9,034 shares of the company’s stock valued at $1,172,000 after purchasing an additional 90 shares during the last quarter. Institutional investors own 66.95% of the company’s stock.
iShares S&P Mid-Cap 400 Value ETF Stock Down 1.6%
Shares of NYSEARCA:IJJ opened at $129.55 on Friday. The firm’s 50 day moving average price is $137.35 and its 200-day moving average price is $133.22. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $102.24 and a twelve month high of $144.76. The stock has a market capitalization of $7.83 billion, a PE ratio of 16.13 and a beta of 1.05.
iShares S&P Mid-Cap 400 Value ETF Company Profile
iShares S&P Mid-Cap 400 Value ETF, formerly iShares S&P MidCap 400 Value Index Fund (the Fund), is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P MidCap 400 Value Index (the Index). The Value Index measures the performance of the mid-capitalization value sector of the United States equity market and consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest value characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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