Stordahl Capital Management Inc. Raises Stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Stordahl Capital Management Inc. raised its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 5.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,720 shares of the company’s stock after purchasing an additional 806 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF accounts for approximately 0.5% of Stordahl Capital Management Inc.’s investment portfolio, making the stock its 20th biggest holding. Stordahl Capital Management Inc.’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $2,045,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Motco increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 166.2% during the 1st quarter. Motco now owns 5,603 shares of the company’s stock valued at $663,000 after purchasing an additional 3,498 shares in the last quarter. Westwood Holdings Group Inc. acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the fourth quarter worth about $202,000. Patriot Financial Group Insurance Agency LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 4.2% during the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 41,373 shares of the company’s stock worth $4,694,000 after acquiring an additional 1,666 shares in the last quarter. LPL Financial LLC grew its position in shares of iShares S&P Mid-Cap 400 Value ETF by 3.5% during the 2nd quarter. LPL Financial LLC now owns 608,769 shares of the company’s stock valued at $69,071,000 after acquiring an additional 20,348 shares during the period. Finally, Novak & Powell Financial Services Inc. purchased a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter worth approximately $1,675,000.

iShares S&P Mid-Cap 400 Value ETF Stock Down 0.2 %

Shares of IJJ opened at $122.03 on Wednesday. The stock has a fifty day simple moving average of $120.16 and a two-hundred day simple moving average of $116.75. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $92.79 and a 52-week high of $124.48. The company has a market capitalization of $7.89 billion, a PE ratio of 14.35 and a beta of 1.08.

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.