LifeSteps Financial Inc. Boosts Stock Holdings in iShares S&P Small-Cap 600 Value ETF $IJS

LifeSteps Financial Inc. lifted its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 20.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,241 shares of the company’s stock after acquiring an additional 4,132 shares during the period. iShares S&P Small-Cap 600 Value ETF makes up approximately 1.8% of LifeSteps Financial Inc.’s portfolio, making the stock its 14th largest position. LifeSteps Financial Inc.’s holdings in iShares S&P Small-Cap 600 Value ETF were worth $2,871,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. Merrithew & Thorsten Inc purchased a new stake in iShares S&P Small-Cap 600 Value ETF during the 4th quarter valued at $25,000. Cornerstone Financial Management LLC purchased a new position in shares of iShares S&P Small-Cap 600 Value ETF in the fourth quarter worth $26,000. Accredited Wealth Management LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 409.6% during the third quarter. Accredited Wealth Management LLC now owns 265 shares of the company’s stock valued at $29,000 after purchasing an additional 213 shares in the last quarter. Capital Investment Counsel Inc bought a new position in shares of iShares S&P Small-Cap 600 Value ETF during the fourth quarter valued at $30,000. Finally, Monetary Solutions Ltd bought a new position in shares of iShares S&P Small-Cap 600 Value ETF during the fourth quarter valued at $31,000. 71.86% of the stock is currently owned by hedge funds and other institutional investors.

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

iShares S&P Small-Cap 600 Value ETF stock opened at $136.93 on Monday. iShares S&P Small-Cap 600 Value ETF has a one year low of $97.90 and a one year high of $137.07. The business’s fifty day moving average is $130.23 and its 200 day moving average is $123.56. The stock has a market capitalization of $8.38 billion, a PE ratio of 13.92 and a beta of 1.00.

About iShares S&P Small-Cap 600 Value ETF

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.