Modera Wealth Management LLC Has $91.75 Million Holdings in iShares S&P Small-Cap 600 Value ETF $IJS

Modera Wealth Management LLC trimmed its stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 2.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 829,674 shares of the company’s stock after selling 20,201 shares during the period. iShares S&P Small-Cap 600 Value ETF comprises about 1.1% of Modera Wealth Management LLC’s investment portfolio, making the stock its 23rd biggest position. Modera Wealth Management LLC’s holdings in iShares S&P Small-Cap 600 Value ETF were worth $91,754,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in IJS. Root Financial Partners LLC bought a new stake in iShares S&P Small-Cap 600 Value ETF during the 3rd quarter worth about $29,000. Trust Co. of Toledo NA OH bought a new position in shares of iShares S&P Small-Cap 600 Value ETF during the 2nd quarter valued at about $30,000. Caldwell Trust Co acquired a new stake in shares of iShares S&P Small-Cap 600 Value ETF during the second quarter worth $30,000. RMG Wealth Management LLC bought a new stake in iShares S&P Small-Cap 600 Value ETF in the 2nd quarter valued at approximately $31,000. Finally, AlphaCore Capital LLC boosted its holdings in iShares S&P Small-Cap 600 Value ETF by 49.3% during the second quarter. AlphaCore Capital LLC now owns 333 shares of the company’s stock worth $33,000 after purchasing an additional 110 shares during the last quarter. 71.86% of the stock is currently owned by institutional investors and hedge funds.

iShares S&P Small-Cap 600 Value ETF Trading Down 1.8%

NYSEARCA:IJS opened at $121.60 on Friday. iShares S&P Small-Cap 600 Value ETF has a 1-year low of $82.10 and a 1-year high of $125.11. The stock has a market capitalization of $7.49 billion, a PE ratio of 13.92 and a beta of 1.08. The firm has a fifty day simple moving average of $115.65 and a 200 day simple moving average of $110.64.

About iShares S&P Small-Cap 600 Value ETF

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.