Evanson Financial LLC Invests $10.62 Million in iShares S&P Small-Cap 600 Value ETF $IJS

Evanson Financial LLC acquired a new stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 77,708 shares of the company’s stock, valued at approximately $10,621,000. iShares S&P Small-Cap 600 Value ETF comprises approximately 0.5% of Evanson Financial LLC’s holdings, making the stock its 28th biggest holding.

Several other hedge funds have also recently made changes to their positions in the company. Summit Global Investments raised its stake in iShares S&P Small-Cap 600 Value ETF by 2.6% in the 1st quarter. Summit Global Investments now owns 3,164 shares of the company’s stock worth $375,000 after acquiring an additional 79 shares during the last quarter. Serenity Investment Advisors grew its stake in iShares S&P Small-Cap 600 Value ETF by 1.3% during the 1st quarter. Serenity Investment Advisors now owns 6,312 shares of the company’s stock valued at $817,000 after purchasing an additional 80 shares during the last quarter. Integrated Investment Consultants LLC grew its stake in iShares S&P Small-Cap 600 Value ETF by 3.6% during the 4th quarter. Integrated Investment Consultants LLC now owns 2,371 shares of the company’s stock valued at $270,000 after purchasing an additional 82 shares during the last quarter. Hazlett Burt & Watson Inc. increased its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 1.0% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 9,799 shares of the company’s stock valued at $1,115,000 after purchasing an additional 98 shares during the period. Finally, Avion Wealth increased its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 3.8% in the fourth quarter. Avion Wealth now owns 2,708 shares of the company’s stock valued at $307,000 after purchasing an additional 100 shares during the period. 71.86% of the stock is owned by institutional investors and hedge funds.

iShares S&P Small-Cap 600 Value ETF Stock Down 0.6%

Shares of NYSEARCA:IJS opened at $137.86 on Friday. iShares S&P Small-Cap 600 Value ETF has a 52-week low of $100.75 and a 52-week high of $140.39. The stock has a market cap of $8.26 billion, a price-to-earnings ratio of 13.92 and a beta of 1.00. The business has a 50-day moving average price of $134.84 and a 200-day moving average price of $127.51.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.