iShares Core S&P Small-Cap ETF $IJR Position Lifted by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 385,035 shares of the exchange traded fund’s stock after buying an additional 44,661 shares during the quarter. iShares Core S&P Small-Cap ETF makes up approximately 3.6% of Summit Financial Strategies Inc.’s portfolio, making the stock its 10th biggest position. Summit Financial Strategies Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $52,380,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in IJR. Livet Wealth LLC lifted its stake in iShares Core S&P Small-Cap ETF by 1.2% during the first quarter. Livet Wealth LLC now owns 6,258 shares of the exchange traded fund’s stock worth $778,000 after purchasing an additional 75 shares during the last quarter. Essential Partners LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.5% in the 1st quarter. Essential Partners LLC now owns 1,494 shares of the exchange traded fund’s stock worth $186,000 after purchasing an additional 78 shares in the last quarter. Tenzing Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 2.6% in the 2nd quarter. Tenzing Financial LLC now owns 3,147 shares of the exchange traded fund’s stock worth $462,000 after purchasing an additional 80 shares in the last quarter. Exchange Bank increased its position in shares of iShares Core S&P Small-Cap ETF by 1.4% during the 3rd quarter. Exchange Bank now owns 5,995 shares of the exchange traded fund’s stock valued at $816,000 after purchasing an additional 80 shares during the last quarter. Finally, Stokes Capital Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 1st quarter. Stokes Capital Advisors LLC now owns 6,282 shares of the exchange traded fund’s stock valued at $781,000 after purchasing an additional 81 shares during the last quarter. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Down 1.6%

Shares of NYSEARCA IJR opened at $135.41 on Thursday. The stock has a market cap of $101.70 billion, a price-to-earnings ratio of 16.52 and a beta of 1.03. iShares Core S&P Small-Cap ETF has a 1-year low of $112.00 and a 1-year high of $150.69. The stock’s 50-day moving average is $142.61 and its 200 day moving average is $140.40.

iShares Core S&P Small-Cap ETF Company Profile

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.