Leeward Investments LLC MA Sells 7,168 Shares of iShares S&P Mid-Cap 400 Value ETF $IJJ

Leeward Investments LLC MA decreased its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 13.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,028 shares of the company’s stock after selling 7,168 shares during the period. Leeward Investments LLC MA owned 0.08% of iShares S&P Mid-Cap 400 Value ETF worth $6,188,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Allegheny Financial Group grew its holdings in shares of 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 valued at $2,521,000 after acquiring an additional 75 shares in the last quarter. Assetmark Inc. grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 6.9% in the 4th quarter. Assetmark Inc. now owns 1,184 shares of the company’s stock valued at $156,000 after acquiring an additional 76 shares in the last quarter. Robertson Stephens Wealth Management LLC grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.4% in the 4th 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 in the last quarter. Partners Wealth Management LLC grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 2.1% in the 3rd 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 in the last quarter. Finally, Exencial Wealth Advisors LLC grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 4.0% in the 4th 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 in the last quarter. Institutional investors own 66.95% of the company’s stock.

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

Shares of NYSEARCA IJJ opened at $137.92 on Friday. The stock has a market capitalization of $8.25 billion, a price-to-earnings ratio of 16.13 and a beta of 0.98. The business has a 50-day moving average of $136.40 and a 200-day moving average of $135.30. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $117.41 and a fifty-two week high of $144.76.

iShares S&P Mid-Cap 400 Value ETF 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.