Connecticut Wealth Management LLC Reduces Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Connecticut Wealth Management LLC decreased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 11.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,588 shares of the company’s stock after selling 1,449 shares during the period. Connecticut Wealth Management LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $1,321,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Columbia Trust Co 01012016 boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 273.6% during the fourth quarter. Columbia Trust Co 01012016 now owns 7,824 shares of the company’s stock worth $892,000 after buying an additional 5,730 shares during the period. Patriot Financial Group Insurance Agency LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 3.7% during the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 27,208 shares of the company’s stock worth $3,103,000 after buying an additional 970 shares during the period. Raymond James & Associates boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 0.8% during the fourth quarter. Raymond James & Associates now owns 705,723 shares of the company’s stock worth $80,481,000 after buying an additional 5,400 shares during the period. Willis Johnson & Associates Inc. boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 2.9% during the fourth quarter. Willis Johnson & Associates Inc. now owns 407,738 shares of the company’s stock worth $46,498,000 after buying an additional 11,334 shares during the period. Finally, EP Wealth Advisors LLC boosted its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 62.5% during the third quarter. EP Wealth Advisors LLC now owns 6,542 shares of the company’s stock worth $660,000 after buying an additional 2,515 shares during the period.

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

NYSEARCA:IJJ traded up $1.08 during mid-day trading on Friday, reaching $113.77. The stock had a trading volume of 146,672 shares, compared to its average volume of 163,990. The firm has a market capitalization of $7.35 billion, a price-to-earnings ratio of 13.83 and a beta of 1.10. iShares S&P Mid-Cap 400 Value ETF has a twelve month low of $92.79 and a twelve month high of $118.63. The business has a 50 day simple moving average of $113.76 and a 200 day simple moving average of $109.48.

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.