Summit Wealth Partners LLC Has $3.34 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Summit Wealth Partners LLC lifted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 16.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,286 shares of the exchange traded fund’s stock after purchasing an additional 4,418 shares during the quarter. Summit Wealth Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,337,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vima LLC bought a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth about $30,000. Riverview Trust Co acquired a new stake in iShares Core S&P Small-Cap ETF in the 1st quarter valued at $33,000. WFA Asset Management Corp acquired a new stake in iShares Core S&P Small-Cap ETF in the 1st quarter valued at $36,000. DHJJ Financial Advisors Ltd. grew its position in iShares Core S&P Small-Cap ETF by 407.5% in the second quarter. DHJJ Financial Advisors Ltd. now owns 340 shares of the exchange traded fund’s stock valued at $36,000 after acquiring an additional 273 shares during the period. Finally, Elevate Wealth Advisory Inc. acquired a new position in iShares Core S&P Small-Cap ETF during the fourth quarter worth $39,000.

iShares Core S&P Small-Cap ETF Stock Performance

Shares of NYSEARCA:IJR opened at $115.45 on Wednesday. The company’s fifty day moving average is $113.85 and its 200-day moving average is $109.91. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $120.74. The company has a market capitalization of $83.76 billion, a PE ratio of 12.95 and a beta of 1.16.

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.