Whitaker Myers Wealth Managers LTD. Acquires 5,054 Shares of iShares S&P Mid-Cap 400 Value ETF $IJJ

Whitaker Myers Wealth Managers LTD. boosted its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 27.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,694 shares of the company’s stock after purchasing an additional 5,054 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF comprises 0.7% of Whitaker Myers Wealth Managers LTD.’s holdings, making the stock its 21st largest holding. Whitaker Myers Wealth Managers LTD.’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $3,118,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in IJJ. Brighton Jones LLC increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 52.2% in 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 in the last quarter. AQR Capital Management LLC increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 268.5% in 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 in the last quarter. Integrated Wealth Concepts LLC increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 5.6% in 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 in the last quarter. NewEdge Advisors LLC increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 15.8% in 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 in the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in iShares S&P Mid-Cap 400 Value ETF by 163.7% in 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 in the last quarter. 66.95% of the stock is currently owned by institutional investors.

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

Shares of IJJ stock opened at $138.19 on Friday. The company has a market cap of $8.33 billion, a P/E ratio of 16.13 and a beta of 1.03. The stock has a 50 day simple moving average of $136.62 and a two-hundred day simple moving average of $133.42. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $105.54 and a fifty-two week high of $144.76.

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.