Summit Financial Strategies Inc. Boosts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Summit Financial Strategies Inc. raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 197,522 shares of the exchange traded fund’s stock after purchasing an additional 5,997 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for 2.5% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 12th largest position. Summit Financial Strategies Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $22,758,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. International Assets Investment Management LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 8,742.1% during the 3rd quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock worth $180,783,000 after acquiring an additional 1,528,201 shares during the period. FMR LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 5.9% during the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock valued at $2,589,128,000 after purchasing an additional 1,230,029 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in iShares Core S&P Small-Cap ETF by 3.4% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,903,124 shares of the exchange traded fund’s stock worth $3,723,730,000 after purchasing an additional 1,149,045 shares during the period. Venturi Wealth Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 15,751.5% in the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock worth $96,945,000 after purchasing an additional 823,645 shares in the last quarter. Finally, LPL Financial LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 5.2% in the third quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock valued at $1,638,229,000 after purchasing an additional 689,382 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.2 %

IJR opened at $119.07 on Monday. iShares Core S&P Small-Cap ETF has a 12 month low of $101.85 and a 12 month high of $128.61. The company has a market cap of $86.39 billion, a PE ratio of 12.95 and a beta of 1.16. The company has a 50 day moving average of $119.82 and a 200 day moving average of $116.84.

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.