iShares S&P Small-Cap 600 Value ETF $IJS Shares Sold by Lake Street Private Wealth LLC

Lake Street Private Wealth LLC trimmed its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 5.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 80,874 shares of the company’s stock after selling 4,576 shares during the quarter. iShares S&P Small-Cap 600 Value ETF comprises 1.1% of Lake Street Private Wealth LLC’s holdings, making the stock its 22nd largest position. Lake Street Private Wealth LLC owned approximately 0.14% of iShares S&P Small-Cap 600 Value ETF worth $10,360,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Assetmark Inc. raised its position in iShares S&P Small-Cap 600 Value ETF by 138.8% during the 1st quarter. Assetmark Inc. now owns 234 shares of the company’s stock worth $28,000 after buying an additional 136 shares during the last quarter. Advisortrust Partners LLC purchased a new stake in shares of iShares S&P Small-Cap 600 Value ETF in the 1st quarter valued at $36,000. Longview Financial Advisors Inc. purchased a new stake in shares of iShares S&P Small-Cap 600 Value ETF in the 1st quarter valued at $48,000. Western Wealth Management LLC purchased a new stake in shares of iShares S&P Small-Cap 600 Value ETF in the 1st quarter valued at $63,000. Finally, Kings Path Partners LLC acquired a new stake in shares of iShares S&P Small-Cap 600 Value ETF in the third quarter worth $78,000. Hedge funds and other institutional investors own 71.86% of the company’s stock.

iShares S&P Small-Cap 600 Value ETF Price Performance

NYSEARCA:IJS opened at $131.70 on Friday. The firm has a market capitalization of $7.66 billion, a P/E ratio of 13.92 and a beta of 1.02. iShares S&P Small-Cap 600 Value ETF has a 1-year low of $104.63 and a 1-year high of $141.18. The company’s fifty day moving average price is $133.19 and its 200-day moving average price is $132.39.

iShares S&P Small-Cap 600 Value ETF Company Profile

iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 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 SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.