Harbor Investment Advisory LLC Has $1.67 Million Stock Holdings in iShares S&P Mid-Cap 400 Value ETF $IJJ

Harbor Investment Advisory LLC lifted its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 102.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 12,658 shares of the company’s stock after buying an additional 6,396 shares during the quarter. Harbor Investment Advisory LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,666,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Balance Wealth LLC bought a new stake in iShares S&P Mid-Cap 400 Value ETF during the 3rd quarter worth about $32,584,000. World Investment Advisors raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 4,526.6% in the third quarter. World Investment Advisors now owns 215,044 shares of the company’s stock worth $27,896,000 after acquiring an additional 210,396 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 12,258.0% in the second quarter. Laurel Wealth Advisors LLC now owns 179,686 shares of the company’s stock worth $22,206,000 after acquiring an additional 178,232 shares during the last quarter. Vestmark Advisory Solutions Inc. acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the third quarter worth approximately $17,072,000. Finally, UBS Group AG lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 5.4% during the third quarter. UBS Group AG now owns 2,154,324 shares of the company’s stock worth $279,459,000 after purchasing an additional 110,590 shares in the last quarter. Institutional investors and hedge funds own 66.95% of the company’s stock.

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

IJJ opened at $128.08 on Friday. The stock has a market capitalization of $7.74 billion, a P/E ratio of 16.13 and a beta of 1.05. The company’s 50 day simple moving average is $138.05 and its 200-day simple moving average is $133.21. iShares S&P Mid-Cap 400 Value ETF has a one year low of $102.24 and a one year 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.