Summit Financial Strategies Inc. Has $22.40 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Summit Financial Strategies Inc. decreased its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 191,525 shares of the exchange traded fund’s stock after selling 7,282 shares during the period. iShares Core S&P Small-Cap ETF accounts for approximately 2.5% of Summit Financial Strategies Inc.’s holdings, making the stock its 12th biggest holding. Summit Financial Strategies Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $22,401,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Harbor Investment Advisory LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 12.5% during the first quarter. Harbor Investment Advisory LLC now owns 12,286 shares of the exchange traded fund’s stock valued at $1,358,000 after purchasing an additional 1,363 shares during the last quarter. Peterson Wealth Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF by 1.6% in the 1st quarter. Peterson Wealth Advisors LLC now owns 22,236 shares of the exchange traded fund’s stock valued at $2,458,000 after buying an additional 355 shares during the last quarter. Matrix Asset Advisors Inc. NY increased its stake in shares of iShares Core S&P Small-Cap ETF by 47.6% in the 1st quarter. Matrix Asset Advisors Inc. NY now owns 23,157 shares of the exchange traded fund’s stock valued at $2,559,000 after buying an additional 7,473 shares during the period. WealthPLAN Partners LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 7.6% during the first quarter. WealthPLAN Partners LLC now owns 4,210 shares of the exchange traded fund’s stock worth $465,000 after acquiring an additional 296 shares during the last quarter. Finally, Bank of New Hampshire lifted its stake in shares of iShares Core S&P Small-Cap ETF by 186.8% during the first quarter. Bank of New Hampshire now owns 3,639 shares of the exchange traded fund’s stock valued at $402,000 after acquiring an additional 2,370 shares during the period.

iShares Core S&P Small-Cap ETF Trading Down 0.5 %

iShares Core S&P Small-Cap ETF stock traded down $0.61 during mid-day trading on Thursday, hitting $118.11. The stock had a trading volume of 480,343 shares, compared to its average volume of 3,789,981. The stock has a 50-day simple moving average of $114.27 and a two-hundred day simple moving average of $110.46. The stock has a market capitalization of $85.69 billion, a PE ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 12 month low of $87.32 and a 12 month high of $120.74.

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.