Heartwood Wealth Advisors LLC Sells 248 Shares of iShares S&P Mid-Cap 400 Value ETF $IJJ

Heartwood Wealth Advisors LLC cut its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 7.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,928 shares of the company’s stock after selling 248 shares during the period. Heartwood Wealth Advisors LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $362,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Whitaker Myers Wealth Managers LTD. increased its position in shares of iShares S&P Mid-Cap 400 Value ETF by 15.2% in the second quarter. Whitaker Myers Wealth Managers LTD. now owns 12,792 shares of the company’s stock worth $1,581,000 after purchasing an additional 1,690 shares during the period. First Citizens Financial Corp lifted its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 6.0% during the second quarter. First Citizens Financial Corp now owns 50,205 shares of the company’s stock worth $6,204,000 after purchasing an additional 2,820 shares during the period. Harbor Investment Advisory LLC raised its position in shares of iShares S&P Mid-Cap 400 Value ETF by 17.1% during the second quarter. Harbor Investment Advisory LLC now owns 6,865 shares of the company’s stock worth $848,000 after acquiring an additional 1,000 shares during the last quarter. Advisors Capital Management LLC acquired a new position in shares of iShares S&P Mid-Cap 400 Value ETF in the first quarter worth approximately $313,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF by 16.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 704 shares of the company’s stock worth $84,000 after purchasing an additional 99 shares during the period. 66.95% of the stock is owned by institutional investors and hedge funds.

iShares S&P Mid-Cap 400 Value ETF Trading Down 1.1%

Shares of iShares S&P Mid-Cap 400 Value ETF stock opened at $131.10 on Monday. The business has a 50-day moving average price of $127.71 and a two-hundred day moving average price of $121.81. iShares S&P Mid-Cap 400 Value ETF has a 1-year low of $102.24 and a 1-year high of $136.42. The company has a market cap of $8.13 billion, a P/E ratio of 16.13 and a beta of 1.17.

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.