Harbor Investment Advisory LLC Has $1.67 Million Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

Harbor Investment Advisory LLC boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 102.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,658 shares of the company’s stock after acquiring an additional 6,396 shares during the period. Harbor Investment Advisory LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,666,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Caprock Group LLC bought a new stake in iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter valued at approximately $1,804,000. Balance Wealth LLC bought a new position in iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter worth approximately $32,584,000. Axis Wealth Partners LLC lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 32.9% during the third quarter. Axis Wealth Partners LLC now owns 15,411 shares of the company’s stock worth $1,999,000 after buying an additional 3,813 shares during the last quarter. Franklin Resources Inc. lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 62.9% during the second quarter. Franklin Resources Inc. now owns 14,760 shares of the company’s stock worth $1,824,000 after buying an additional 5,701 shares during the last quarter. Finally, Whitaker Myers Wealth Managers LTD. boosted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 45.7% in the third quarter. Whitaker Myers Wealth Managers LTD. now owns 18,640 shares of the company’s stock valued at $2,418,000 after acquiring an additional 5,848 shares during the period. 66.95% of the stock is currently owned by institutional investors.

iShares S&P Mid-Cap 400 Value ETF Trading Down 1.7%

Shares of iShares S&P Mid-Cap 400 Value ETF stock opened at $128.08 on Friday. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $102.24 and a 1 year high of $144.76. The company’s fifty day simple moving average is $138.05 and its 200-day simple moving average is $133.21. The company has a market cap of $7.74 billion, a price-to-earnings ratio of 16.13 and a beta of 1.05.

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.