LMG Wealth Partners LLC Grows Position in iShares S&P Mid-Cap 400 Value ETF $IJJ

LMG Wealth Partners LLC raised its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 1.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,110 shares of the company’s stock after purchasing an additional 866 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF accounts for approximately 1.5% of LMG Wealth Partners LLC’s portfolio, making the stock its 20th largest holding. LMG Wealth Partners LLC owned about 0.10% of iShares S&P Mid-Cap 400 Value ETF worth $7,305,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of IJJ. Liberty Wealth Management LLC raised its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 11,352.3% in the 1st 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 during the period. World Investment Advisors raised its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 3,213.7% in the 1st quarter. World Investment Advisors now owns 222,382 shares of the company’s stock worth $26,626,000 after purchasing an additional 215,671 shares during the period. LPL Financial LLC raised its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 25.0% in the 1st quarter. LPL Financial LLC now owns 817,455 shares of the company’s stock worth $97,874,000 after purchasing an additional 163,256 shares during the period. Wealthspire Advisors LLC raised 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 buying an additional 146,265 shares during the period. Finally, Envestnet Asset Management Inc. raised 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 buying an additional 116,156 shares during the period. 66.95% of the stock is currently owned by hedge funds and other institutional investors.

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

Shares of NYSEARCA:IJJ opened at $128.19 on Monday. The company has a market cap of $7.82 billion, a P/E ratio of 16.13 and a beta of 1.17. iShares S&P Mid-Cap 400 Value ETF has a one year low of $102.24 and a one year high of $136.42. The business’s 50-day simple moving average is $129.42 and its 200 day simple moving average is $123.36.

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.