Morton Brown Family Wealth LLC Trims Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Morton Brown Family Wealth LLC lowered its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 7.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,716 shares of the company’s stock after selling 216 shares during the quarter. Morton Brown Family Wealth LLC’s holdings in iShares S&P Small-Cap 600 Value ETF were worth $285,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in IJS. Belpointe Asset Management LLC increased its position in iShares S&P Small-Cap 600 Value ETF by 40.7% during the 4th quarter. Belpointe Asset Management LLC now owns 8,535 shares of the company’s stock worth $880,000 after purchasing an additional 2,471 shares during the period. Atlantic Edge Private Wealth Management LLC purchased a new position in shares of iShares S&P Small-Cap 600 Value ETF during the 4th quarter worth approximately $253,000. Apexium Financial LP acquired a new position in shares of iShares S&P Small-Cap 600 Value ETF during the 4th quarter worth approximately $333,000. Frazier Financial Advisors LLC purchased a new stake in iShares S&P Small-Cap 600 Value ETF in the 4th quarter valued at approximately $43,000. Finally, One Day In July LLC grew its holdings in iShares S&P Small-Cap 600 Value ETF by 8.7% during the 4th quarter. One Day In July LLC now owns 112,735 shares of the company’s stock valued at $11,620,000 after buying an additional 9,014 shares during the last quarter.

iShares S&P Small-Cap 600 Value ETF Stock Performance

iShares S&P Small-Cap 600 Value ETF stock traded up $0.50 during midday trading on Friday, reaching $107.24. 147,836 shares of the company were exchanged, compared to its average volume of 372,116. The company has a market capitalization of $7.50 billion, a price-to-earnings ratio of 11.70 and a beta of 1.20. The firm’s 50-day simple moving average is $102.30 and its 200-day simple moving average is $100.08. iShares S&P Small-Cap 600 Value ETF has a 1 year low of $81.81 and a 1 year high of $111.05.

iShares S&P Small-Cap 600 Value ETF Company 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.