Summit Wealth Partners LLC Grows Stake in iShares Core S&P Small-Cap ETF $IJR

Summit Wealth Partners LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 21.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,034 shares of the exchange traded fund’s stock after purchasing an additional 5,842 shares during the period. Summit Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,107,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. raised its stake in iShares Core S&P Small-Cap ETF by 0.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 42,562,587 shares of the exchange traded fund’s stock valued at $5,115,172,000 after buying an additional 235,129 shares during the last quarter. Bank of America Corp DE boosted its holdings in 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 worth $4,038,700,000 after acquiring an additional 1,901,134 shares in the last quarter. Morgan Stanley grew its stake in shares of iShares Core S&P Small-Cap ETF by 0.5% during the fourth quarter. Morgan Stanley now owns 18,064,089 shares of the exchange traded fund’s stock worth $2,170,943,000 after acquiring an additional 86,538 shares during the last quarter. LPL Financial LLC grew its stake in shares of iShares Core S&P Small-Cap ETF by 6.0% during the fourth quarter. LPL Financial LLC now owns 17,525,618 shares of the exchange traded fund’s stock worth $2,106,229,000 after acquiring an additional 992,984 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF by 2.7% during the fourth quarter. Raymond James Financial Inc. now owns 14,095,517 shares of the exchange traded fund’s stock valued at $1,693,999,000 after acquiring an additional 366,136 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 0.0%

IJR opened at $143.26 on Tuesday. The company has a market cap of $106.97 billion, a P/E ratio of 16.52 and a beta of 1.02. The firm’s 50-day moving average price is $137.51 and its 200-day moving average price is $130.05. iShares Core S&P Small-Cap ETF has a 52-week low of $105.15 and a 52-week high of $145.06.

iShares Core S&P Small-Cap ETF Company 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. 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.