Heartwood Wealth Advisors LLC Has $23.35 Million Stock Position in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)

Heartwood Wealth Advisors LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 172,490 shares of the company’s stock after purchasing an additional 1,686 shares during the quarter. iShares S&P Small-Cap 600 Growth ETF accounts for approximately 2.6% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 10th largest position. Heartwood Wealth Advisors LLC’s holdings in iShares S&P Small-Cap 600 Growth ETF were worth $23,350,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Highline Wealth Partners LLC purchased a new stake in iShares S&P Small-Cap 600 Growth ETF in the fourth quarter worth approximately $68,000. Fortitude Family Office LLC bought a new position in shares of iShares S&P Small-Cap 600 Growth ETF during the 4th quarter valued at $820,000. InvesTrust purchased a new position in iShares S&P Small-Cap 600 Growth ETF in the 4th quarter worth $2,289,000. Inspire Trust Co. N.A. boosted its position in iShares S&P Small-Cap 600 Growth ETF by 5.7% during the third quarter. Inspire Trust Co. N.A. now owns 55,663 shares of the company’s stock valued at $7,764,000 after buying an additional 3,000 shares during the period. Finally, Franklin Resources Inc. grew its stake in shares of iShares S&P Small-Cap 600 Growth ETF by 0.6% during the third quarter. Franklin Resources Inc. now owns 68,579 shares of the company’s stock valued at $9,599,000 after buying an additional 398 shares during the last quarter. Institutional investors own 55.81% of the company’s stock.

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

IJT stock traded down $2.46 during midday trading on Friday, hitting $134.10. The company had a trading volume of 152,107 shares, compared to its average volume of 134,948. iShares S&P Small-Cap 600 Growth ETF has a 52 week low of $118.72 and a 52 week high of $152.05. The stock has a market cap of $6.40 billion, a price-to-earnings ratio of 14.69 and a beta of 1.13. The stock’s 50 day moving average price is $142.54 and its 200 day moving average price is $137.73.

iShares S&P Small-Cap 600 Growth ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Stockholders of record on Tuesday, December 17th were paid a dividend of $0.3508 per share. The ex-dividend date was Tuesday, December 17th.

iShares S&P Small-Cap 600 Growth ETF Company Profile

iShares S&P Small-Cap 600 Growth ETF, formerly iShares S&P SmallCap 600 Growth Index Fund (the Fund), seeks investment results that correspond generally to the price and yield performance of the S&P SmallCap 600 Growth Index (the Index). The Index measures the performance of the small-capitalization growth sector of the United States equity market and consists of those stocks in the S&P SmallCap 600 Index exhibiting the strongest growth characteristics.