Modera Wealth Management LLC Has $82.20 Million Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Modera Wealth Management LLC lessened its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 2.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 763,500 shares of the company’s stock after selling 22,303 shares during the quarter. iShares S&P Small-Cap 600 Value ETF makes up about 1.0% of Modera Wealth Management LLC’s investment portfolio, making the stock its 21st largest position. Modera Wealth Management LLC owned 1.09% of iShares S&P Small-Cap 600 Value ETF worth $82,198,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Wealthcare Advisory Partners LLC increased its holdings in iShares S&P Small-Cap 600 Value ETF by 11.8% in the 1st quarter. Wealthcare Advisory Partners LLC now owns 2,710 shares of the company’s stock valued at $278,000 after buying an additional 287 shares during the period. Breakwater Capital Group increased its stake in iShares S&P Small-Cap 600 Value ETF by 12.3% in the first quarter. Breakwater Capital Group now owns 4,752 shares of the company’s stock valued at $488,000 after acquiring an additional 521 shares during the period. Compass Ion Advisors LLC raised its position in iShares S&P Small-Cap 600 Value ETF by 5.2% in the first quarter. Compass Ion Advisors LLC now owns 3,073 shares of the company’s stock worth $316,000 after purchasing an additional 152 shares in the last quarter. Diversified Trust Co grew its position in iShares S&P Small-Cap 600 Value ETF by 6.3% in the first quarter. Diversified Trust Co now owns 29,712 shares of the company’s stock valued at $3,053,000 after acquiring an additional 1,770 shares during the period. Finally, BKM Wealth Management LLC raised its stake in iShares S&P Small-Cap 600 Value ETF by 3.5% during the first quarter. BKM Wealth Management LLC now owns 37,696 shares of the company’s stock worth $3,874,000 after acquiring an additional 1,290 shares in the last quarter.

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

Shares of NYSEARCA IJS opened at $105.79 on Friday. The business has a fifty day moving average of $105.99 and a two-hundred day moving average of $101.83. iShares S&P Small-Cap 600 Value ETF has a 52-week low of $81.81 and a 52-week high of $111.05. The stock has a market cap of $7.40 billion, a PE ratio of 11.70 and a beta of 1.20.

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.