Wellspring Financial Advisors LLC reduced its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 18.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,919 shares of the company’s stock after selling 2,660 shares during the period. Wellspring Financial Advisors LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,489,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of IJJ. IHT Wealth Management LLC increased its stake in iShares S&P Mid-Cap 400 Value ETF by 14.1% during the third quarter. IHT Wealth Management LLC now owns 5,571 shares of the company’s stock valued at $687,000 after acquiring an additional 688 shares during the period. Kovitz Investment Group Partners LLC raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 14.4% in the third quarter. Kovitz Investment Group Partners LLC now owns 11,527 shares of the company’s stock valued at $1,425,000 after purchasing an additional 1,454 shares in the last quarter. EP Wealth Advisors LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 2.2% in the third quarter. EP Wealth Advisors LLC now owns 6,675 shares of the company’s stock worth $825,000 after purchasing an additional 146 shares during the period. World Investment Advisors LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 0.5% during the third quarter. World Investment Advisors LLC now owns 177,809 shares of the company’s stock worth $22,063,000 after buying an additional 843 shares in the last quarter. Finally, Hamilton Capital LLC increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 32.1% in the 3rd quarter. Hamilton Capital LLC now owns 22,320 shares of the company’s stock valued at $2,760,000 after buying an additional 5,425 shares during the period.
iShares S&P Mid-Cap 400 Value ETF Stock Performance
NYSEARCA:IJJ opened at $108.02 on Monday. The company has a 50-day moving average of $123.93 and a 200-day moving average of $126.06. iShares S&P Mid-Cap 400 Value ETF has a 52 week low of $106.26 and a 52 week high of $136.42. The company has a market capitalization of $7.06 billion, a price-to-earnings ratio of 16.55 and a beta of 1.18.
iShares S&P Mid-Cap 400 Value ETF 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.
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