iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Holdings Raised by Idaho Trust Bank

Idaho Trust Bank raised its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 38.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,515 shares of the company’s stock after purchasing an additional 11,194 shares during the period. iShares S&P Mid-Cap 400 Value ETF accounts for about 2.7% of Idaho Trust Bank’s holdings, making the stock its 10th biggest position. Idaho Trust Bank’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $4,620,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Royal Fund Management LLC raised its position in iShares S&P Mid-Cap 400 Value ETF by 12.2% in the 4th quarter. Royal Fund Management LLC now owns 15,925 shares of the company’s stock valued at $1,823,000 after purchasing an additional 1,728 shares during the last quarter. 9258 Wealth Management LLC raised its position in iShares S&P Mid-Cap 400 Value ETF by 2.7% in the 4th quarter. 9258 Wealth Management LLC now owns 14,287 shares of the company’s stock valued at $1,629,000 after purchasing an additional 374 shares during the last quarter. Benjamin F. Edwards & Company Inc. raised its position in iShares S&P Mid-Cap 400 Value ETF by 19.4% in the 4th quarter. Benjamin F. Edwards & Company Inc. now owns 1,284 shares of the company’s stock valued at $146,000 after purchasing an additional 209 shares during the last quarter. Commonwealth Equity Services LLC raised its position in iShares S&P Mid-Cap 400 Value ETF by 8.8% during the 4th quarter. Commonwealth Equity Services LLC now owns 283,659 shares of the company’s stock worth $32,348,000 after buying an additional 22,985 shares during the last quarter. Finally, Heritage Wealth Management LLC purchased a new position in iShares S&P Mid-Cap 400 Value ETF during the 4th quarter worth $249,000.

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

iShares S&P Mid-Cap 400 Value ETF stock traded up $0.55 during trading hours on Tuesday, reaching $115.56. 82,252 shares of the stock were exchanged, compared to its average volume of 162,118. The stock has a market cap of $7.47 billion, a P/E ratio of 13.83 and a beta of 1.10. iShares S&P Mid-Cap 400 Value ETF has a 52-week low of $92.79 and a 52-week high of $118.63. The firm’s 50 day moving average is $113.83 and its 200 day moving average is $109.69.

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.