iShares Core S&P Small-Cap ETF $IJR Shares Sold by Stone Summit Wealth LLC

Stone Summit Wealth LLC decreased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 12.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,838 shares of the exchange traded fund’s stock after selling 4,915 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 1.2% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 27th largest holding. Stone Summit Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,807,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Guyasuta Investment Advisors Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 4.5% during the second quarter. Guyasuta Investment Advisors Inc. now owns 4,209 shares of the exchange traded fund’s stock worth $460,000 after purchasing an additional 180 shares during the period. Stockman Wealth Management Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.5% during the second quarter. Stockman Wealth Management Inc. now owns 347,595 shares of the exchange traded fund’s stock worth $37,989,000 after purchasing an additional 5,256 shares during the period. Financial Partners Group LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 1.7% during the second quarter. Financial Partners Group LLC now owns 7,548 shares of the exchange traded fund’s stock worth $825,000 after purchasing an additional 128 shares during the period. XY Planning Network Inc. lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 24.8% during the second quarter. XY Planning Network Inc. now owns 11,312 shares of the exchange traded fund’s stock worth $1,236,000 after purchasing an additional 2,246 shares during the period. Finally, SFM LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF by 16.0% during the second quarter. SFM LLC now owns 6,090 shares of the exchange traded fund’s stock worth $666,000 after purchasing an additional 841 shares during the period. Institutional investors and hedge funds own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Stock Up 1.0%

iShares Core S&P Small-Cap ETF stock opened at $118.47 on Friday. iShares Core S&P Small-Cap ETF has a 52 week low of $89.22 and a 52 week high of $128.61. The company has a market capitalization of $86.09 billion, a price-to-earnings ratio of 16.52 and a beta of 1.15. The stock has a 50-day moving average price of $115.63 and a 200 day moving average price of $108.56.

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.