Stone Summit Wealth LLC Increases Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Stone Summit Wealth LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 39,974 shares of the exchange traded fund’s stock after purchasing an additional 383 shares during the quarter. iShares Core S&P Small-Cap ETF makes up about 1.5% of Stone Summit Wealth LLC’s holdings, making the stock its 16th biggest position. Stone Summit Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,606,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of IJR. Legacy Financial Strategies LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 8.1% in the 4th quarter. Legacy Financial Strategies LLC now owns 155,565 shares of the exchange traded fund’s stock valued at $17,885,000 after buying an additional 11,683 shares during the last quarter. 17 Capital Partners LLC boosted its stake in iShares Core S&P Small-Cap ETF by 15.6% in the fourth quarter. 17 Capital Partners LLC now owns 4,960 shares of the exchange traded fund’s stock valued at $571,000 after acquiring an additional 668 shares in the last quarter. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF during the fourth quarter worth about $69,000. Kestra Private Wealth Services LLC increased its position in shares of iShares Core S&P Small-Cap ETF by 7.4% during the fourth quarter. Kestra Private Wealth Services LLC now owns 106,096 shares of the exchange traded fund’s stock worth $12,224,000 after purchasing an additional 7,348 shares in the last quarter. Finally, Stephens Inc. AR increased its position in shares of iShares Core S&P Small-Cap ETF by 11.0% during the fourth quarter. Stephens Inc. AR now owns 50,873 shares of the exchange traded fund’s stock worth $5,862,000 after purchasing an additional 5,025 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Down 1.4 %

Shares of NYSEARCA IJR opened at $117.15 on Monday. The business has a 50-day moving average price of $118.64 and a 200 day moving average price of $117.12. The stock has a market cap of $84.99 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52-week low of $101.85 and a 52-week high of $128.61.

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.