Balance Wealth LLC Has $16.43 Million Stake in iShares S&P Mid-Cap 400 Value ETF $IJJ

Balance Wealth LLC lessened its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 50.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 124,851 shares of the company’s stock after selling 126,340 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF accounts for approximately 5.3% of Balance Wealth LLC’s investment portfolio, making the stock its 5th biggest position. Balance Wealth LLC owned about 0.21% of iShares S&P Mid-Cap 400 Value ETF worth $16,429,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of IJJ. Brighton Jones LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 52.2% during the fourth quarter. Brighton Jones LLC now owns 5,797 shares of the company’s stock worth $724,000 after purchasing an additional 1,988 shares during the period. AQR Capital Management LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 268.5% during the first quarter. AQR Capital Management LLC now owns 19,501 shares of the company’s stock worth $2,335,000 after purchasing an additional 14,209 shares during the period. Integrated Wealth Concepts LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 5.6% during the first quarter. Integrated Wealth Concepts LLC now owns 2,910 shares of the company’s stock worth $348,000 after purchasing an additional 154 shares during the period. NewEdge Advisors LLC lifted its position in iShares S&P Mid-Cap 400 Value ETF by 15.8% during the first quarter. NewEdge Advisors LLC now owns 9,103 shares of the company’s stock worth $1,090,000 after purchasing an additional 1,242 shares during the period. Finally, Goldman Sachs Group Inc. lifted its position in iShares S&P Mid-Cap 400 Value ETF by 163.7% during the first quarter. Goldman Sachs Group Inc. now owns 73,433 shares of the company’s stock worth $8,792,000 after purchasing an additional 45,589 shares during the period. Institutional investors own 66.95% of the company’s stock.

iShares S&P Mid-Cap 400 Value ETF Stock Up 0.1%

IJJ opened at $134.23 on Wednesday. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $102.24 and a twelve month high of $144.76. The company has a 50-day simple moving average of $136.59 and a 200 day simple moving average of $133.36. The stock has a market capitalization of $8.09 billion, a price-to-earnings ratio of 16.13 and a beta of 1.03.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.