Summit Asset Management LLC Raises Stock Position in iShares Core S&P Small-Cap ETF $IJR

Summit Asset Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 173,199 shares of the exchange traded fund’s stock after acquiring an additional 841 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 3.1% of Summit Asset Management LLC’s portfolio, making the stock its 9th largest position. Summit Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,929,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. RMG Wealth Management LLC acquired a new position in iShares Core S&P Small-Cap ETF during the 2nd quarter valued at about $27,000. Atlas Capital Advisors Inc. purchased a new position in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at approximately $26,000. N.E.W. Advisory Services LLC bought a new stake in iShares Core S&P Small-Cap ETF during the first quarter worth $28,000. Curio Wealth LLC raised its position in iShares Core S&P Small-Cap ETF by 26,900.0% in the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 269 shares during the last quarter. Finally, Bulwark Capital Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at about $30,000. 66.92% of the stock is owned by institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

IJR opened at $117.95 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $89.22 and a fifty-two week high of $128.61. The firm has a market capitalization of $85.15 billion, a P/E ratio of 16.52 and a beta of 1.08. The company’s 50-day moving average is $118.59 and its 200 day moving average is $112.45.

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.