iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) is Sterling Financial Planning Inc.’s 9th Largest Position

Sterling Financial Planning Inc. trimmed its stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 80,970 shares of the company’s stock after selling 992 shares during the period. iShares S&P Small-Cap 600 Value ETF makes up 3.2% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 9th largest holding. Sterling Financial Planning Inc. owned about 0.12% of iShares S&P Small-Cap 600 Value ETF worth $8,794,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Palouse Capital Management Inc. purchased a new position in shares of iShares S&P Small-Cap 600 Value ETF during the fourth quarter worth about $27,000. New Wave Wealth Advisors LLC purchased a new position in iShares S&P Small-Cap 600 Value ETF during the 4th quarter worth approximately $29,000. Northwest Investment Counselors LLC acquired a new position in iShares S&P Small-Cap 600 Value ETF during the third quarter worth approximately $34,000. Pacific Center for Financial Services purchased a new stake in iShares S&P Small-Cap 600 Value ETF in the third quarter valued at approximately $43,000. Finally, Register Financial Advisors LLC acquired a new stake in shares of iShares S&P Small-Cap 600 Value ETF in the fourth quarter valued at approximately $44,000.

iShares S&P Small-Cap 600 Value ETF Price Performance

Shares of iShares S&P Small-Cap 600 Value ETF stock opened at $109.12 on Thursday. The firm’s fifty day simple moving average is $109.76 and its 200-day simple moving average is $108.73. iShares S&P Small-Cap 600 Value ETF has a 12 month low of $93.89 and a 12 month high of $119.28. The stock has a market capitalization of $7.63 billion, a price-to-earnings ratio of 11.70 and a beta of 1.20.

iShares S&P Small-Cap 600 Value ETF Profile

iShares S&P Small-Cap 600 Value ETF, formerly iShares S&P SmallCap 600 Value Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Value Index (the Index). The Index measures the performance of the small-capitalization value sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest value characteristics.