iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Summit Financial Wealth Advisors LLC

Summit Financial Wealth Advisors LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 6.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 141,659 shares of the exchange traded fund’s stock after buying an additional 8,114 shares during the period. iShares Core S&P Small-Cap ETF accounts for 3.2% of Summit Financial Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Summit Financial Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $15,656,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of IJR. Bruce G. Allen Investments LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth $28,000. Vima LLC acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth $30,000. Riverview Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth $33,000. Advantage Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF during the 4th quarter worth $33,000. Finally, WFA Asset Management Corp acquired a new stake in iShares Core S&P Small-Cap ETF during the 1st quarter worth $36,000.

iShares Core S&P Small-Cap ETF Stock Up 0.6 %

NYSEARCA:IJR traded up $0.66 during trading hours on Monday, reaching $106.19. 2,108,839 shares of the company’s stock were exchanged, compared to its average volume of 3,778,884. The firm has a market capitalization of $77.04 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The company has a 50-day moving average of $107.43 and a 200 day moving average of $106.72. iShares Core S&P Small-Cap ETF has a 1-year low of $87.32 and a 1-year high of $111.57.

About iShares Core S&P Small-Cap ETF

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market.