Summit Asset Management LLC Has $18.93 Million Holdings in iShares Core S&P Small-Cap ETF $IJR

Summit Asset Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 0.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 173,199 shares of the exchange traded fund’s stock after purchasing an additional 841 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 3.1% of Summit Asset Management LLC’s investment portfolio, making the stock its 9th largest position. Summit Asset Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $18,929,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of IJR. Atlas Capital Advisors Inc. purchased a new stake in shares of iShares Core S&P Small-Cap ETF during the first quarter valued at about $26,000. RMG Wealth Management LLC purchased a new position in shares of iShares Core S&P Small-Cap ETF in the 2nd quarter valued at $27,000. N.E.W. Advisory Services LLC acquired a new position in iShares Core S&P Small-Cap ETF during the 1st quarter worth approximately $28,000. Bulwark Capital Corp purchased a new stake in shares of iShares Core S&P Small-Cap ETF in the second quarter valued at $30,000. Finally, Curio Wealth LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 26,900.0% during the 2nd quarter. Curio Wealth LLC now owns 270 shares of the exchange traded fund’s stock valued at $30,000 after buying an additional 269 shares during the period. Institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.9%

IJR opened at $117.95 on Friday. iShares Core S&P Small-Cap ETF has a twelve month low of $89.22 and a twelve month high of $128.61. The business’s 50 day moving average is $118.59 and its 200-day moving average is $112.45. The stock has a market cap of $85.15 billion, a PE ratio of 16.52 and a beta of 1.08.

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.