iShares S&P Mid-Cap 400 Value ETF $IJJ is Greenup Street Wealth Management LLC’s 9th Largest Position

Greenup Street Wealth Management LLC increased its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 12.2% in the second quarter, HoldingsChannel.com reports. The firm owned 138,108 shares of the company’s stock after acquiring an additional 15,025 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF accounts for 3.0% of Greenup Street Wealth Management LLC’s portfolio, making the stock its 9th largest position. Greenup Street Wealth Management LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $17,067,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Avantax Advisory Services Inc. increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 7.1% in the 1st quarter. Avantax Advisory Services Inc. now owns 21,869 shares of the company’s stock valued at $2,618,000 after purchasing an additional 1,451 shares in the last quarter. Neumann Capital Management LLC increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.4% in the 2nd quarter. Neumann Capital Management LLC now owns 27,110 shares of the company’s stock valued at $3,350,000 after purchasing an additional 380 shares in the last quarter. Advisors Capital Management LLC purchased a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 1st quarter valued at about $313,000. Kingswood Wealth Advisors LLC increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 40.7% in the 1st quarter. Kingswood Wealth Advisors LLC now owns 2,404 shares of the company’s stock valued at $288,000 after purchasing an additional 695 shares in the last quarter. Finally, Hsbc Holdings PLC purchased a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 1st quarter valued at about $334,000. Hedge funds and other institutional investors own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Trading Up 1.4%

NYSEARCA:IJJ opened at $129.97 on Tuesday. The firm has a 50-day moving average price of $129.56 and a two-hundred day moving average price of $123.52. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $102.24 and a twelve month high of $136.42. The company has a market capitalization of $7.93 billion, a P/E ratio of 16.13 and a beta of 1.17.

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.