iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Summit Financial Wealth Advisors LLC’s 6th Largest Position

Summit Financial Wealth Advisors LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.3% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 156,309 shares of the exchange traded fund’s stock after buying an additional 4,979 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 3.7% of Summit Financial Wealth Advisors LLC’s holdings, making the stock its 6th largest position. Summit Financial Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,268,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Quantinno Capital Management LP grew its position in shares of iShares Core S&P Small-Cap ETF by 64.8% in the third quarter. Quantinno Capital Management LP now owns 6,857 shares of the exchange traded fund’s stock valued at $802,000 after purchasing an additional 2,697 shares during the last quarter. Coldstream Capital Management Inc. grew its holdings in iShares Core S&P Small-Cap ETF by 17.2% during the 3rd quarter. Coldstream Capital Management Inc. now owns 16,050 shares of the exchange traded fund’s stock valued at $1,892,000 after buying an additional 2,358 shares during the last quarter. Sunbelt Securities Inc. increased its position in iShares Core S&P Small-Cap ETF by 1.1% during the third quarter. Sunbelt Securities Inc. now owns 51,726 shares of the exchange traded fund’s stock worth $6,050,000 after buying an additional 550 shares in the last quarter. Soltis Investment Advisors LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.5% in the third quarter. Soltis Investment Advisors LLC now owns 67,746 shares of the exchange traded fund’s stock valued at $7,924,000 after acquiring an additional 1,636 shares in the last quarter. Finally, Westside Investment Management Inc. boosted its position in iShares Core S&P Small-Cap ETF by 1.8% during the third quarter. Westside Investment Management Inc. now owns 22,357 shares of the exchange traded fund’s stock worth $2,615,000 after acquiring an additional 400 shares during the last quarter.

iShares Core S&P Small-Cap ETF Stock Performance

NYSEARCA IJR traded down $3.62 during trading hours on Thursday, hitting $94.94. 2,200,320 shares of the company’s stock were exchanged, compared to its average volume of 3,945,702. The business’s 50 day moving average is $108.41 and its 200-day moving average is $115.16. iShares Core S&P Small-Cap ETF has a 12-month low of $89.22 and a 12-month high of $128.61. The firm has a market capitalization of $71.15 billion, a P/E ratio of 15.73 and a beta of 1.08.

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.