iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by Summit Asset Management LLC

Summit Asset Management LLC grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 148,592 shares of the exchange traded fund’s stock after buying an additional 128 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 3.8% of Summit Asset Management LLC’s holdings, making the stock its 9th biggest position. Summit Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $16,085,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Chevy Chase Trust Holdings LLC lifted its position in shares of iShares Core S&P Small-Cap ETF by 2.4% during the 3rd quarter. Chevy Chase Trust Holdings LLC now owns 21,440 shares of the exchange traded fund’s stock worth $2,022,000 after purchasing an additional 511 shares during the last quarter. Kingswood Wealth Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 32.2% during the third quarter. Kingswood Wealth Advisors LLC now owns 4,302 shares of the exchange traded fund’s stock valued at $406,000 after acquiring an additional 1,048 shares during the period. SkyOak Wealth LLC increased its stake in iShares Core S&P Small-Cap ETF by 5.2% during the third quarter. SkyOak Wealth LLC now owns 75,318 shares of the exchange traded fund’s stock valued at $7,105,000 after acquiring an additional 3,692 shares during the period. Stonegate Investment Group LLC increased its stake in iShares Core S&P Small-Cap ETF by 92.2% during the third quarter. Stonegate Investment Group LLC now owns 6,628 shares of the exchange traded fund’s stock valued at $625,000 after acquiring an additional 3,180 shares during the period. Finally, Legacy Financial Group LLC bought a new position in iShares Core S&P Small-Cap ETF during the third quarter valued at about $894,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock traded up $0.88 during trading hours on Thursday, hitting $105.62. The company had a trading volume of 1,659,289 shares, compared to its average volume of 4,298,053. iShares Core S&P Small-Cap ETF has a 12 month low of $87.32 and a 12 month high of $111.16. The firm has a market capitalization of $76.63 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The firm’s fifty day moving average is $106.66 and its 200 day moving average is $102.71.

About iShares Core S&P Small-Cap ETF

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.