Stone Summit Wealth LLC Acquires 383 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Stone Summit Wealth LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 1.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,974 shares of the exchange traded fund’s stock after buying an additional 383 shares during the quarter. iShares Core S&P Small-Cap ETF comprises 1.5% of Stone Summit Wealth LLC’s portfolio, making the stock its 16th biggest holding. Stone Summit Wealth LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $4,606,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. International Assets Investment Management LLC lifted its holdings in iShares Core S&P Small-Cap ETF by 8,742.1% in the 3rd quarter. International Assets Investment Management LLC now owns 1,545,682 shares of the exchange traded fund’s stock worth $180,783,000 after purchasing an additional 1,528,201 shares during the last quarter. FMR LLC raised its position in shares of iShares Core S&P Small-Cap ETF by 5.9% in the third quarter. FMR LLC now owns 22,136,867 shares of the exchange traded fund’s stock valued at $2,589,128,000 after purchasing an additional 1,230,029 shares during the period. Venturi Wealth Management LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF by 15,751.5% in the third quarter. Venturi Wealth Management LLC now owns 828,874 shares of the exchange traded fund’s stock worth $96,945,000 after buying an additional 823,645 shares during the last quarter. LPL Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 5.2% during the 3rd quarter. LPL Financial LLC now owns 14,006,749 shares of the exchange traded fund’s stock worth $1,638,229,000 after buying an additional 689,382 shares during the period. Finally, JPMorgan Chase & Co. grew its stake in iShares Core S&P Small-Cap ETF by 21.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 3,649,059 shares of the exchange traded fund’s stock valued at $426,794,000 after buying an additional 655,679 shares during the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

iShares Core S&P Small-Cap ETF stock opened at $117.15 on Monday. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61. The firm has a fifty day moving average price of $118.64 and a two-hundred day moving average price of $117.12. The firm has a market cap of $84.99 billion, a price-to-earnings ratio of 12.95 and a beta of 1.16.

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.