Falcon Wealth Planning Has $31.36 Million Holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)

Falcon Wealth Planning raised its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT) by 3.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 231,691 shares of the company’s stock after buying an additional 8,802 shares during the quarter. iShares S&P Small-Cap 600 Growth ETF comprises approximately 3.5% of Falcon Wealth Planning’s investment portfolio, making the stock its 13th biggest holding. Falcon Wealth Planning owned 0.49% of iShares S&P Small-Cap 600 Growth ETF worth $31,364,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Legacy Bridge LLC boosted its stake in iShares S&P Small-Cap 600 Growth ETF by 73.5% in the third quarter. Legacy Bridge LLC now owns 236 shares of the company’s stock valued at $33,000 after buying an additional 100 shares in the last quarter. Ashton Thomas Securities LLC bought a new position in shares of iShares S&P Small-Cap 600 Growth ETF in the 3rd quarter valued at $36,000. Darwin Wealth Management LLC acquired a new stake in shares of iShares S&P Small-Cap 600 Growth ETF during the 3rd quarter valued at $39,000. Register Financial Advisors LLC acquired a new position in iShares S&P Small-Cap 600 Growth ETF in the 4th quarter worth about $43,000. Finally, Oakworth Capital Inc. raised its stake in shares of iShares S&P Small-Cap 600 Growth ETF by 306.8% during the third quarter. Oakworth Capital Inc. now owns 358 shares of the company’s stock valued at $50,000 after acquiring an additional 270 shares during the last quarter. 55.81% of the stock is currently owned by institutional investors.

iShares S&P Small-Cap 600 Growth ETF Price Performance

Shares of IJT opened at $140.31 on Wednesday. The company has a market capitalization of $6.68 billion, a price-to-earnings ratio of 14.69 and a beta of 1.13. iShares S&P Small-Cap 600 Growth ETF has a 1 year low of $120.45 and a 1 year high of $152.05. The business has a 50-day moving average of $141.41 and a 200-day moving average of $138.81.

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

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

About iShares S&P Small-Cap 600 Growth ETF

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.