Kestra Advisory Services LLC Has $13.63 Million Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

Kestra Advisory Services LLC grew its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 5.4% in the first quarter, according to its most recent filing with the SEC. The fund owned 102,835 shares of the company’s stock after acquiring an additional 5,224 shares during the period. Kestra Advisory Services LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $13,626,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of IJJ. Concurrent Investment Advisors LLC increased its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 70.6% in the fourth quarter. Concurrent Investment Advisors LLC now owns 18,184 shares of the company’s stock valued at $2,393,000 after buying an additional 7,524 shares during the period. Novak & Powell Financial Services Inc. grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 131.3% during the 3rd quarter. Novak & Powell Financial Services Inc. now owns 13,429 shares of the company’s stock worth $1,742,000 after acquiring an additional 7,624 shares during the last quarter. Genesis Private Wealth LLC bought a new stake in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter worth approximately $1,229,000. Compass Financial Group Inc. Ohio acquired a new position in iShares S&P Mid-Cap 400 Value ETF in the 4th quarter valued at approximately $1,134,000. Finally, Sterling Financial Planning Inc. increased its position in iShares S&P Mid-Cap 400 Value ETF by 3.5% in the 4th quarter. Sterling Financial Planning Inc. now owns 152,975 shares of the company’s stock valued at $20,130,000 after acquiring an additional 5,107 shares during the period. Institutional investors and hedge funds own 66.95% of the company’s stock.

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

IJJ stock opened at $146.47 on Monday. The company has a market capitalization of $8.71 billion, a P/E ratio of 16.13 and a beta of 0.96. The company has a fifty day moving average price of $143.40 and a 200-day moving average price of $139.27. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $121.37 and a 52-week high of $148.21.

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.