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

Summit Financial Strategies Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 197,522 shares of the exchange traded fund’s stock after buying an additional 5,997 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 2.5% of Summit Financial Strategies Inc.’s portfolio, making the stock its 12th largest holding. Summit Financial Strategies Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $22,758,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Mount Yale Investment Advisors LLC increased its holdings in iShares Core S&P Small-Cap ETF by 3.8% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 47,852 shares of the exchange traded fund’s stock worth $5,514,000 after acquiring an additional 1,752 shares during the period. United Asset Strategies Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 29.9% during the 4th quarter. United Asset Strategies Inc. now owns 2,994 shares of the exchange traded fund’s stock valued at $345,000 after purchasing an additional 690 shares in the last quarter. Cornerstone Wealth Group LLC increased its holdings in shares of iShares Core S&P Small-Cap ETF by 0.4% in the fourth quarter. Cornerstone Wealth Group LLC now owns 60,918 shares of the exchange traded fund’s stock worth $7,019,000 after purchasing an additional 222 shares during the period. Union Bancaire Privee UBP SA purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the fourth quarter worth $512,000. Finally, Apexium Financial LP raised its position in shares of iShares Core S&P Small-Cap ETF by 7.5% in the fourth quarter. Apexium Financial LP now owns 148,230 shares of the exchange traded fund’s stock worth $17,079,000 after buying an additional 10,348 shares in the last quarter.

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

iShares Core S&P Small-Cap ETF stock opened at $119.07 on Monday. The stock has a market cap of $86.39 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16. The business has a 50-day simple moving average of $119.82 and a 200 day simple moving average of $116.84. iShares Core S&P Small-Cap ETF has a 52 week low of $101.85 and a 52 week high of $128.61.

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.