Octavia Wealth Advisors LLC Has $645,000 Holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Octavia Wealth Advisors LLC cut its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK) by 10.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,145 shares of the company’s stock after selling 956 shares during the quarter. Octavia Wealth Advisors LLC’s holdings in iShares S&P Mid-Cap 400 Growth ETF were worth $645,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of IJK. Bear Mountain Capital Inc. acquired a new stake in shares of iShares S&P Mid-Cap 400 Growth ETF during the 4th quarter valued at about $108,000. Columbia Trust Co 01012016 raised its stake in shares of iShares S&P Mid-Cap 400 Growth ETF by 142.3% in the 4th quarter. Columbia Trust Co 01012016 now owns 15,175 shares of the company’s stock valued at $1,202,000 after acquiring an additional 8,913 shares in the last quarter. Trueblood Wealth Management LLC bought a new position in shares of iShares S&P Mid-Cap 400 Growth ETF in the 4th quarter valued at approximately $287,000. Sunbelt Securities Inc. raised its stake in shares of iShares S&P Mid-Cap 400 Growth ETF by 1.5% in the 3rd quarter. Sunbelt Securities Inc. now owns 55,213 shares of the company’s stock valued at $3,989,000 after acquiring an additional 834 shares in the last quarter. Finally, BKM Wealth Management LLC bought a new position in shares of iShares S&P Mid-Cap 400 Growth ETF in the 4th quarter valued at approximately $3,468,000.

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

Shares of IJK stock traded down $0.27 during trading on Tuesday, reaching $86.19. The company had a trading volume of 141,494 shares, compared to its average volume of 408,153. The firm’s 50 day simple moving average is $87.14 and its two-hundred day simple moving average is $79.23. iShares S&P Mid-Cap 400 Growth ETF has a one year low of $67.63 and a one year high of $91.74. The company has a market capitalization of $9.12 billion, a PE ratio of 15.73 and a beta of 1.08.

iShares S&P Mid-Cap 400 Growth ETF Profile

iShares S&P Mid-Cap 400 Growth ETF, formerly iShares S&P MidCap 400 Growth 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 Growth Index (the Index). The Index measures the performance of the mid-capitalization growth sector of the United States equity market and consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest growth characteristics.