iShares Core S&P Small-Cap ETF $IJR Stock: Summit Financial Strategies Inc. Boosts Position

Summit Financial Strategies Inc. boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 13.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 385,035 shares of the exchange traded fund’s stock after acquiring an additional 44,661 shares during the period. iShares Core S&P Small-Cap ETF accounts for about 3.6% of Summit Financial Strategies Inc.’s holdings, making the stock its 10th biggest position. Summit Financial Strategies Inc. owned about 0.05% of iShares Core S&P Small-Cap ETF worth $52,380,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Fortitude Family Office LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 5.9% during the 3rd quarter. Fortitude Family Office LLC now owns 55,807 shares of the exchange traded fund’s stock worth $7,592,000 after acquiring an additional 3,134 shares during the period. Newton One Investments LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 1.5% in the third quarter. Newton One Investments LLC now owns 134,444 shares of the exchange traded fund’s stock valued at $18,290,000 after purchasing an additional 1,992 shares during the period. Finward Bancorp lifted its stake in shares of iShares Core S&P Small-Cap ETF by 3.9% during the 3rd quarter. Finward Bancorp now owns 11,052 shares of the exchange traded fund’s stock valued at $1,504,000 after buying an additional 410 shares in the last quarter. Columbus Macro LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 0.6% in the 3rd quarter. Columbus Macro LLC now owns 48,457 shares of the exchange traded fund’s stock worth $6,592,000 after buying an additional 268 shares during the period. Finally, Fortress Financial Solutions LLC bought a new position in iShares Core S&P Small-Cap ETF in the 3rd quarter worth approximately $3,358,000. 66.92% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $135.41 on Thursday. iShares Core S&P Small-Cap ETF has a 1 year low of $112.00 and a 1 year high of $150.69. The company has a market cap of $101.70 billion, a P/E ratio of 16.52 and a beta of 1.03. The stock’s fifty day moving average price is $142.61 and its two-hundred day moving average price is $140.40.

iShares Core S&P Small-Cap ETF 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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.