Lutz Financial Services LLC Has $15.19 Million Stock Position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)

Lutz Financial Services LLC lessened its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 0.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 122,867 shares of the company’s stock after selling 790 shares during the period. iShares S&P Mid-Cap 400 Value ETF comprises 1.2% of Lutz Financial Services LLC’s investment portfolio, making the stock its 21st biggest holding. Lutz Financial Services LLC’s holdings in iShares S&P Mid-Cap 400 Value ETF were worth $15,189,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in IJJ. Janney Montgomery Scott LLC raised its stake in shares of iShares S&P Mid-Cap 400 Value ETF by 1.5% in the third quarter. Janney Montgomery Scott LLC now owns 40,540 shares of the company’s stock worth $5,012,000 after purchasing an additional 586 shares during the last quarter. Farther Finance Advisors LLC grew its holdings in iShares S&P Mid-Cap 400 Value ETF by 11.0% during the third quarter. Farther Finance Advisors LLC now owns 1,116 shares of the company’s stock worth $138,000 after buying an additional 111 shares in the last quarter. Cordatus Wealth Management LLC purchased a new stake in iShares S&P Mid-Cap 400 Value ETF in the 3rd quarter valued at $5,102,000. US Bancorp DE lifted its stake in iShares S&P Mid-Cap 400 Value ETF by 0.8% during the 3rd quarter. US Bancorp DE now owns 80,869 shares of the company’s stock valued at $10,004,000 after acquiring an additional 647 shares in the last quarter. Finally, Financial Advocates Investment Management boosted its holdings in iShares S&P Mid-Cap 400 Value ETF by 1.9% during the 3rd quarter. Financial Advocates Investment Management now owns 14,914 shares of the company’s stock worth $1,828,000 after acquiring an additional 280 shares during the last quarter.

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

NYSEARCA IJJ opened at $123.57 on Monday. The company has a fifty day moving average price of $122.70 and a 200-day moving average price of $118.01. The firm has a market cap of $7.99 billion, a price-to-earnings ratio of 14.35 and a beta of 1.08. iShares S&P Mid-Cap 400 Value ETF has a 1 year low of $96.39 and a 1 year high of $127.35.

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.