Summit Financial Wealth Advisors LLC Sells 5,363 Shares of iShares Core S&P Small-Cap ETF $IJR

Summit Financial Wealth Advisors LLC lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 137,566 shares of the exchange traded fund’s stock after selling 5,363 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 2.4% of Summit Financial Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. Summit Financial Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,101,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. Bank of America Corp DE grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% in the fourth quarter. Bank of America Corp DE now owns 33,605,423 shares of the exchange traded fund’s stock valued at $4,038,700,000 after buying an additional 1,901,134 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its stake in iShares Core S&P Small-Cap ETF by 35.0% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 6,236,257 shares of the exchange traded fund’s stock worth $749,473,000 after acquiring an additional 1,617,116 shares in the last quarter. Valpey Financial Services LLC lifted its stake in iShares Core S&P Small-Cap ETF by 12,132.4% during the 4th quarter. Valpey Financial Services LLC now owns 1,405,019 shares of the exchange traded fund’s stock worth $168,855,000 after acquiring an additional 1,393,533 shares in the last quarter. Fifth Third Bancorp boosted its holdings in iShares Core S&P Small-Cap ETF by 56.3% during the 1st quarter. Fifth Third Bancorp now owns 3,216,342 shares of the exchange traded fund’s stock valued at $399,823,000 after acquiring an additional 1,159,049 shares during the period. Finally, Nationwide Fund Advisors boosted its holdings in iShares Core S&P Small-Cap ETF by 98.8% during the 4th quarter. Nationwide Fund Advisors now owns 2,103,860 shares of the exchange traded fund’s stock valued at $252,842,000 after acquiring an additional 1,045,425 shares during the period. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of IJR stock opened at $145.46 on Friday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $107.08 and a fifty-two week high of $149.35. The company has a 50 day moving average price of $143.54 and a 200 day moving average price of $134.66. The stock has a market capitalization of $109.77 billion, a P/E ratio of 16.52 and a beta of 1.01.

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. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.