Heartwood Wealth Advisors LLC Grows Position in iShares S&P Small-Cap 600 Growth ETF $IJT

by · The Markets Daily

Heartwood Wealth Advisors LLC grew its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 2.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 173,117 shares of the company’s stock after purchasing an additional 4,747 shares during the quarter. iShares S&P Small-Cap 600 Growth ETF comprises approximately 2.3% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 14th biggest holding. Heartwood Wealth Advisors LLC’s holdings in iShares S&P Small-Cap 600 Growth ETF were worth $24,496,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Angeles Wealth Management LLC bought a new position in iShares S&P Small-Cap 600 Growth ETF in the 2nd quarter worth approximately $27,000. Quaker Wealth Management LLC lifted its holdings in iShares S&P Small-Cap 600 Growth ETF by 200.5% during the 2nd quarter. Quaker Wealth Management LLC now owns 219 shares of the company’s stock worth $29,000 after purchasing an additional 437 shares in the last quarter. Beacon Capital Management LLC boosted its stake in iShares S&P Small-Cap 600 Growth ETF by 803.3% in the 2nd quarter. Beacon Capital Management LLC now owns 271 shares of the company’s stock worth $36,000 after purchasing an additional 241 shares during the period. Trust Co. of Toledo NA OH purchased a new position in iShares S&P Small-Cap 600 Growth ETF during the 2nd quarter valued at about $41,000. Finally, Wealth Preservation Advisors LLC purchased a new position in iShares S&P Small-Cap 600 Growth ETF during the 1st quarter valued at about $55,000. Institutional investors own 55.81% of the company’s stock.

iShares S&P Small-Cap 600 Growth ETF Trading Down 0.4%

Shares of iShares S&P Small-Cap 600 Growth ETF stock opened at $145.41 on Tuesday. iShares S&P Small-Cap 600 Growth ETF has a 12-month low of $107.38 and a 12-month high of $147.95. The company has a market cap of $6.50 billion, a price-to-earnings ratio of 20.21 and a beta of 1.09. The company’s 50-day moving average price is $140.95 and its 200-day moving average price is $138.01.

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

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 19th. Shareholders of record on Tuesday, December 16th will be paid a $0.4214 dividend. The ex-dividend date is Tuesday, December 16th. This represents a $1.69 dividend on an annualized basis and a yield of 1.2%. This is an increase from iShares S&P Small-Cap 600 Growth ETF’s previous quarterly dividend of $0.31.

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

(Free Report)

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.

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