iShares S&P Mid-Cap 400 Value ETF·Financial Services
The iShares S&P Mid-Cap 400 Value ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics.
Financial Services
Asset Management
2000-07-28
1.13

Allspring Global Investments Holdings LLC increased its stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 394.4% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,482 shares of the company's stock after purchasing an additional 5,171 shares during

iShares S&P Mid-Cap 400 Value ETF is a passively managed ETF offering exposure to inexpensive equities selected from the S&P 400. Heavy in financials, IJJ has a 1.2x larger earnings yield compared to IJH yet a much smaller forward EPS growth rate and issues on the quality front to boot. I rate IJJ a Hold, as its value characteristics, small exposure to growth, and a slight tilt toward low volatility may hinder it from keeping pace with IVV.

Balance Wealth LLC lessened its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) by 50.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 124,851 shares of the company's stock after selling 126,340 shares during the quarter. iShares S&P

Park Capital Management LLC WI bought a new stake in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 4,859 shares of the company's stock, valued at approximately

The iShares S&P Mid-Cap 400 Value ETF (IJJ) was launched on July 24, 2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.

VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over five years.