Summit Financial Strategies Inc. Has $22.40 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Summit Financial Strategies Inc. lowered its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.7% during the third quarter, HoldingsChannel.com reports. The firm owned 191,525 shares of the exchange traded fund’s stock after selling 7,282 shares during the period. iShares Core S&P Small-Cap ETF makes up about 2.5% of Summit Financial Strategies Inc.’s holdings, making the stock its 12th biggest holding. Summit Financial Strategies Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $22,401,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Summit Investment Advisory Services LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF in the 3rd quarter valued at approximately $1,250,000. Financial Advisors LLC increased its stake in iShares Core S&P Small-Cap ETF by 2.7% in the third quarter. Financial Advisors LLC now owns 502,419 shares of the exchange traded fund’s stock valued at $58,763,000 after purchasing an additional 13,164 shares in the last quarter. Compton Financial Group LLC raised its holdings in iShares Core S&P Small-Cap ETF by 19.3% in the third quarter. Compton Financial Group LLC now owns 179,003 shares of the exchange traded fund’s stock worth $20,936,000 after purchasing an additional 28,912 shares during the period. Orin Green Financial LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 4.2% during the third quarter. Orin Green Financial LLC now owns 46,628 shares of the exchange traded fund’s stock worth $5,454,000 after purchasing an additional 1,859 shares in the last quarter. Finally, Perigon Wealth Management LLC boosted its position in shares of iShares Core S&P Small-Cap ETF by 1.7% during the third quarter. Perigon Wealth Management LLC now owns 169,946 shares of the exchange traded fund’s stock worth $19,877,000 after purchasing an additional 2,902 shares in the last quarter.

iShares Core S&P Small-Cap ETF Stock Down 0.5 %

Shares of IJR traded down $0.61 during trading hours on Thursday, reaching $118.11. The stock had a trading volume of 480,343 shares, compared to its average volume of 3,789,981. The company has a market cap of $85.69 billion, a P/E ratio of 12.95 and a beta of 1.16. iShares Core S&P Small-Cap ETF has a 52 week low of $87.32 and a 52 week high of $120.74. The firm has a 50-day moving average of $114.27 and a 200 day moving average of $110.46.

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.