iShares S&P Mid-Cap 400 Value ETF $IJJ Holdings Boosted by Cassaday & Co Wealth Management LLC

Cassaday & Co Wealth Management LLC boosted its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 10.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 99,571 shares of the company’s stock after acquiring an additional 9,483 shares during the period. iShares S&P Mid-Cap 400 Value ETF comprises about 0.3% of Cassaday & Co Wealth Management LLC’s investment portfolio, making the stock its 27th biggest holding. Cassaday & Co Wealth Management LLC owned about 0.16% of iShares S&P Mid-Cap 400 Value ETF worth $12,305,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of IJJ. Liberty Wealth Management LLC raised its holdings in iShares S&P Mid-Cap 400 Value ETF by 11,352.3% during the first quarter. Liberty Wealth Management LLC now owns 420,643 shares of the company’s stock worth $50,364,000 after purchasing an additional 416,970 shares in the last quarter. LPL Financial LLC grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 25.0% during the 1st quarter. LPL Financial LLC now owns 817,455 shares of the company’s stock valued at $97,874,000 after acquiring an additional 163,256 shares in the last quarter. Wealthspire Advisors LLC grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 123.1% during the 1st quarter. Wealthspire Advisors LLC now owns 265,060 shares of the company’s stock valued at $31,736,000 after acquiring an additional 146,265 shares in the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 6.2% during the 1st quarter. Envestnet Asset Management Inc. now owns 1,978,891 shares of the company’s stock valued at $236,933,000 after acquiring an additional 116,156 shares in the last quarter. Finally, Cullen Frost Bankers Inc. lifted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 12.2% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 831,931 shares of the company’s stock valued at $102,810,000 after purchasing an additional 90,152 shares during the last quarter. Institutional investors own 66.95% of the company’s stock.

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

iShares S&P Mid-Cap 400 Value ETF stock opened at $128.14 on Tuesday. The firm has a market cap of $7.77 billion, a price-to-earnings ratio of 16.13 and a beta of 1.05. iShares S&P Mid-Cap 400 Value ETF has a fifty-two week low of $102.24 and a fifty-two week high of $136.42. The firm has a fifty day moving average price of $129.88 and a two-hundred day moving average price of $125.04.

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.