Kozak & Associates Inc. Raises Holdings in iShares S&P Mid-Cap 400 Growth ETF $IJK

Kozak & Associates Inc. raised its stake in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK) by 1,525.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 230,502 shares of the company’s stock after purchasing an additional 216,323 shares during the period. iShares S&P Mid-Cap 400 Growth ETF accounts for approximately 4.6% of Kozak & Associates Inc.’s investment portfolio, making the stock its 7th largest holding. Kozak & Associates Inc. owned about 0.24% of iShares S&P Mid-Cap 400 Growth ETF worth $26,754,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Litman Gregory Wealth Management LLC bought a new stake in shares of iShares S&P Mid-Cap 400 Growth ETF in the 4th quarter valued at about $25,000. Nemes Rush Group LLC purchased a new position in shares of iShares S&P Mid-Cap 400 Growth ETF in the 4th quarter worth approximately $28,000. National Bank of Canada FI bought a new position in shares of iShares S&P Mid-Cap 400 Growth ETF during the 3rd quarter worth approximately $29,000. Angeles Wealth Management LLC bought a new position in shares of iShares S&P Mid-Cap 400 Growth ETF during the 1st quarter worth approximately $30,000. Finally, Sankala Group LLC purchased a new stake in iShares S&P Mid-Cap 400 Growth ETF during the fourth quarter valued at approximately $32,000. 67.99% of the stock is currently owned by institutional investors.

iShares S&P Mid-Cap 400 Growth ETF Stock Up 1.3%

NYSEARCA:IJK opened at $113.31 on Tuesday. The stock has a market capitalization of $10.84 billion, a price-to-earnings ratio of 22.45 and a beta of 1.05. iShares S&P Mid-Cap 400 Growth ETF has a 52 week low of $91.30 and a 52 week high of $117.60. The firm has a 50 day moving average of $114.05 and a 200 day moving average of $108.37.

iShares S&P Mid-Cap 400 Growth ETF Company Profile

iShares S&P Mid-Cap 400 Growth ETF, formerly iShares S&P MidCap 400 Growth 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 Growth Index (the Index). The Index measures the performance of the mid-capitalization growth sector of the United States equity market and consists of those stocks in the S&P MidCap 400 Index exhibiting the strongest growth characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.