Idaho Trust Co Has $4.10 Million Stock Holdings 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% during the 4th quarter, Holdings Channel reports. The institutional investor owned 31,178 shares of the company’s stock after selling 5,084 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF makes up approximately 1.4% of Idaho Trust Co’s investment portfolio, making the stock its 23rd biggest position. Idaho Trust Co’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $4,103,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of IJJ. Allegheny Financial Group boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 0.4% in the fourth quarter. Allegheny Financial Group now owns 19,160 shares of the company’s stock valued at $2,521,000 after acquiring an additional 75 shares during the last quarter. Assetmark Inc. boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 6.9% in the fourth quarter. Assetmark Inc. now owns 1,184 shares of the company’s stock valued at $156,000 after acquiring an additional 76 shares during the last quarter. Robertson Stephens Wealth Management LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 1.4% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 5,564 shares of the company’s stock valued at $732,000 after acquiring an additional 79 shares during the last quarter. Partners Wealth Management LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 2.1% in the third quarter. Partners Wealth Management LLC now owns 4,294 shares of the company’s stock valued at $557,000 after acquiring an additional 89 shares during the last quarter. Finally, Exencial Wealth Advisors LLC boosted its stake in iShares S&P Mid-Cap 400 Value ETF by 4.0% in the fourth quarter. Exencial Wealth Advisors LLC now owns 2,337 shares of the company’s stock valued at $308,000 after acquiring an additional 89 shares during the last quarter. Institutional investors and hedge funds own 66.95% of the company’s stock.

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

Shares of IJJ stock opened at $139.26 on Thursday. 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 stock has a market cap of $8.33 billion, a PE ratio of 16.13 and a beta of 0.98. The firm’s 50 day moving average price is $136.39 and its two-hundred day moving average price is $135.22.

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.