Summit Financial LLC Has $17.33 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Summit Financial LLC reduced its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 144,185 shares of the exchange traded fund’s stock after selling 3,507 shares during the quarter. Summit Financial LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $17,328,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of IJR. Brighton Jones LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 24.3% in the 4th quarter. Brighton Jones LLC now owns 29,944 shares of the exchange traded fund’s stock worth $3,450,000 after acquiring an additional 5,853 shares in the last quarter. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 4th quarter worth approximately $55,011,000. AQR Capital Management LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 80.7% in the 1st quarter. AQR Capital Management LLC now owns 17,964 shares of the exchange traded fund’s stock worth $1,878,000 after acquiring an additional 8,025 shares in the last quarter. Millennium Management LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF in the 1st quarter worth approximately $5,503,000. Finally, United Bank boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.8% in the 2nd quarter. United Bank now owns 32,876 shares of the exchange traded fund’s stock worth $3,593,000 after acquiring an additional 1,495 shares in the last quarter. 66.92% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR opened at $143.67 on Friday. The company has a market capitalization of $107.27 billion, a P/E ratio of 16.52 and a beta of 1.02. iShares Core S&P Small-Cap ETF has a one year low of $105.15 and a one year high of $144.68. The business’s 50 day simple moving average is $135.66 and its 200-day simple moving average is $129.03.

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.