iShares S&P Small-Cap 600 Value ETF $IJS Stake Boosted by BKM Wealth Management LLC

BKM Wealth Management LLC increased its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 1.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,418 shares of the company’s stock after purchasing an additional 416 shares during the quarter. iShares S&P Small-Cap 600 Value ETF accounts for about 1.5% of BKM Wealth Management LLC’s investment portfolio, making the stock its 16th largest holding. BKM Wealth Management LLC owned about 0.06% of iShares S&P Small-Cap 600 Value ETF worth $3,922,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in iShares S&P Small-Cap 600 Value ETF by 6.0% in the fourth quarter. Brighton Jones LLC now owns 7,688 shares of the company’s stock valued at $835,000 after buying an additional 436 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in iShares S&P Small-Cap 600 Value ETF by 690.9% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 422,021 shares of the company’s stock valued at $41,139,000 after buying an additional 368,663 shares during the last quarter. Kingswood Wealth Advisors LLC lifted its stake in iShares S&P Small-Cap 600 Value ETF by 15.4% in the first quarter. Kingswood Wealth Advisors LLC now owns 2,990 shares of the company’s stock valued at $291,000 after buying an additional 398 shares during the last quarter. Avior Wealth Management LLC lifted its stake in iShares S&P Small-Cap 600 Value ETF by 6.3% in the first quarter. Avior Wealth Management LLC now owns 21,635 shares of the company’s stock valued at $2,109,000 after buying an additional 1,274 shares during the last quarter. Finally, Advisor Resource Council bought a new stake in iShares S&P Small-Cap 600 Value ETF in the first quarter valued at $1,664,000. 71.86% of the stock is currently owned by institutional investors.

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

IJS stock opened at $109.20 on Friday. The stock has a market capitalization of $6.52 billion, a price-to-earnings ratio of 13.92 and a beta of 1.18. iShares S&P Small-Cap 600 Value ETF has a 1 year low of $82.10 and a 1 year high of $119.28. The stock’s fifty day moving average is $109.31 and its two-hundred day moving average is $101.07.

iShares S&P Small-Cap 600 Value ETF 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.