Idaho Trust Co Has $4.10 Million Stake in iShares S&P Mid-Cap 400 Value ETF $IJJ

Idaho Trust Co decreased its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 14.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,178 shares of the company’s stock after selling 5,084 shares during the period. iShares S&P Mid-Cap 400 Value ETF comprises 1.4% of Idaho Trust Co’s portfolio, making the stock its 23rd biggest position. Idaho Trust Co owned about 0.05% of iShares S&P Mid-Cap 400 Value ETF worth $4,103,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Allegheny Financial Group raised its position in iShares S&P Mid-Cap 400 Value ETF by 0.4% in the 4th quarter. Allegheny Financial Group now owns 19,160 shares of the company’s stock worth $2,521,000 after purchasing an additional 75 shares during the last quarter. Assetmark Inc. lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 6.9% during the 4th quarter. Assetmark Inc. now owns 1,184 shares of the company’s stock worth $156,000 after buying an additional 76 shares in the last quarter. Robertson Stephens Wealth Management LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 1.4% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 5,564 shares of the company’s stock worth $732,000 after buying an additional 79 shares in the last quarter. Partners Wealth Management LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 2.1% during the 3rd quarter. Partners Wealth Management LLC now owns 4,294 shares of the company’s stock worth $557,000 after buying an additional 89 shares in the last quarter. Finally, Exencial Wealth Advisors LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF by 4.0% during the 4th quarter. Exencial Wealth Advisors LLC now owns 2,337 shares of the company’s stock worth $308,000 after buying an additional 89 shares in the last quarter. 66.95% of the stock is owned by institutional investors.

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

NYSEARCA:IJJ opened at $139.26 on Thursday. The stock’s fifty day moving average price is $136.39 and its two-hundred day moving average price is $135.22. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $117.41 and a 52-week high of $144.76. The company has a market cap of $8.33 billion, a price-to-earnings ratio of 16.13 and a beta of 0.98.

iShares S&P Mid-Cap 400 Value ETF Company 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.