iShares S&P Mid-Cap 400 Value ETF $IJJ is Sterling Financial Planning Inc.’s Largest Position

Sterling Financial Planning Inc. lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 4.7% in the second quarter, Holdings Channel reports. The firm owned 146,424 shares of the company’s stock after purchasing an additional 6,634 shares during the period. iShares S&P Mid-Cap 400 Value ETF makes up about 6.0% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its biggest position. Sterling Financial Planning Inc.’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $18,095,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. von Borstel & Associates Inc. purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the first quarter worth approximately $27,000. CX Institutional purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter worth $27,000. ORG Partners LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter worth $29,000. Ryan Investment Management Inc. purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 2nd quarter worth $31,000. Finally, MorganRosel Wealth Management LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 1st quarter worth $33,000. 66.95% of the stock is currently owned by hedge funds and other institutional investors.

iShares S&P Mid-Cap 400 Value ETF Price Performance

Shares of NYSEARCA IJJ opened at $129.52 on Wednesday. iShares S&P Mid-Cap 400 Value ETF has a 1-year low of $102.24 and a 1-year high of $136.42. The business has a 50-day moving average of $129.13 and a 200-day moving average of $123.12. The company has a market capitalization of $7.92 billion, a price-to-earnings ratio of 16.13 and a beta of 1.17.

About iShares S&P Mid-Cap 400 Value ETF

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.