iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Stock Position Lifted by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 33.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,723 shares of the company’s stock after purchasing an additional 1,171 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $559,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Evergreen Capital Management LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 20.5% during the 3rd quarter. Evergreen Capital Management LLC now owns 3,417 shares of the company’s stock valued at $347,000 after purchasing an additional 581 shares in the last quarter. Earnest Partners LLC raised its position in iShares S&P Mid-Cap 400 Value ETF by 455.4% in the third quarter. Earnest Partners LLC now owns 561 shares of the company’s stock worth $57,000 after acquiring an additional 460 shares in the last quarter. Shakespeare Wealth Management Inc. lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 14.6% in the 3rd quarter. Shakespeare Wealth Management Inc. now owns 12,958 shares of the company’s stock valued at $1,308,000 after acquiring an additional 1,651 shares during the last quarter. Objective Capital Management LLC bought a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter valued at about $210,000. Finally, Crestwood Advisors Group LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter worth approximately $329,000.

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

NYSEARCA IJJ opened at $113.46 on Friday. The company has a market capitalization of $7.34 billion, a P/E ratio of 14.35 and a beta of 1.08. iShares S&P Mid-Cap 400 Value ETF has a 12 month low of $92.79 and a 12 month high of $118.89. The company’s 50 day simple moving average is $114.25 and its 200 day simple moving average is $113.40.

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.