Sharp Wealth Advisory LLC Acquires New Position in iShares S&P Small-Cap 600 Value ETF $IJS

Sharp Wealth Advisory LLC acquired a new stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 272,120 shares of the company’s stock, valued at approximately $32,233,000. iShares S&P Small-Cap 600 Value ETF comprises about 15.9% of Sharp Wealth Advisory LLC’s investment portfolio, making the stock its biggest holding. Sharp Wealth Advisory LLC owned approximately 0.44% of iShares S&P Small-Cap 600 Value ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IJS. Bank of America Corp DE increased its stake in shares of iShares S&P Small-Cap 600 Value ETF by 0.6% in the third quarter. Bank of America Corp DE now owns 3,285,564 shares of the company’s stock worth $363,350,000 after purchasing an additional 21,122 shares in the last quarter. UBS Group AG lifted its stake in shares of iShares S&P Small-Cap 600 Value ETF by 7.8% during the 3rd quarter. UBS Group AG now owns 1,121,202 shares of the company’s stock valued at $123,994,000 after buying an additional 80,921 shares in the last quarter. Valpey Financial Services LLC lifted its stake in shares of iShares S&P Small-Cap 600 Value ETF by 11,307.1% during the 4th quarter. Valpey Financial Services LLC now owns 1,073,064 shares of the company’s stock valued at $122,029,000 after buying an additional 1,063,657 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in shares of iShares S&P Small-Cap 600 Value ETF by 6.1% during the 3rd quarter. Ameriprise Financial Inc. now owns 713,490 shares of the company’s stock valued at $79,114,000 after buying an additional 40,917 shares in the last quarter. Finally, Royal Bank of Canada boosted its holdings in iShares S&P Small-Cap 600 Value ETF by 6.8% in the 4th quarter. Royal Bank of Canada now owns 517,480 shares of the company’s stock worth $58,847,000 after buying an additional 33,000 shares during the period. Institutional investors own 71.86% of the company’s stock.

iShares S&P Small-Cap 600 Value ETF Trading Down 0.8%

iShares S&P Small-Cap 600 Value ETF stock opened at $135.45 on Friday. iShares S&P Small-Cap 600 Value ETF has a 1-year low of $97.90 and a 1-year high of $138.00. The firm has a market capitalization of $7.94 billion, a price-to-earnings ratio of 13.92 and a beta of 0.99. The firm has a 50 day simple moving average of $130.96 and a 200 day simple moving average of $124.11.

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