iShares S&P Mid-Cap 400 Value ETF $IJJ is BKM Wealth Management LLC’s 9th Largest Position

BKM Wealth Management LLC trimmed its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 0.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,160 shares of the company’s stock after selling 113 shares during the quarter. iShares S&P Mid-Cap 400 Value ETF makes up about 2.0% of BKM Wealth Management LLC’s portfolio, making the stock its 9th biggest holding. BKM Wealth Management LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $5,087,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Avantax Advisory Services Inc. increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 7.1% during the 1st quarter. Avantax Advisory Services Inc. now owns 21,869 shares of the company’s stock valued at $2,618,000 after purchasing an additional 1,451 shares in the last quarter. Neumann Capital Management LLC increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 1.4% during the 2nd quarter. Neumann Capital Management LLC now owns 27,110 shares of the company’s stock valued at $3,350,000 after purchasing an additional 380 shares in the last quarter. Advisors Capital Management LLC purchased a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the 1st quarter valued at approximately $313,000. Kingswood Wealth Advisors LLC increased its holdings in shares of iShares S&P Mid-Cap 400 Value ETF by 40.7% during the 1st quarter. Kingswood Wealth Advisors LLC now owns 2,404 shares of the company’s stock valued at $288,000 after purchasing an additional 695 shares in the last quarter. Finally, Hsbc Holdings PLC purchased a new position in shares of iShares S&P Mid-Cap 400 Value ETF during the 1st quarter valued at approximately $334,000. 66.95% of the stock is owned by hedge funds and other institutional investors.

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

NYSEARCA:IJJ opened at $128.19 on Friday. The firm has a market cap of $7.82 billion, a price-to-earnings ratio of 16.13 and a beta of 1.17. The company has a 50 day moving average price of $129.42 and a 200-day moving average price of $123.29. iShares S&P Mid-Cap 400 Value ETF has a 1-year low of $102.24 and a 1-year high of $136.42.

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.