Peloton Wealth Strategists Raises Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Peloton Wealth Strategists increased its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,174 shares of the exchange traded fund’s stock after purchasing an additional 100 shares during the quarter. Peloton Wealth Strategists’ holdings in iShares Core S&P Small-Cap ETF were worth $366,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IJR. First Trust Direct Indexing L.P. purchased a new stake in iShares Core S&P Small-Cap ETF in the third quarter worth approximately $250,000. Diversify Wealth Management LLC bought a new stake in shares of iShares Core S&P Small-Cap ETF during the 3rd quarter valued at $336,000. SteelPeak Wealth LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 17.5% during the 3rd quarter. SteelPeak Wealth LLC now owns 6,391 shares of the exchange traded fund’s stock valued at $747,000 after acquiring an additional 951 shares during the period. JFS Wealth Advisors LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 3.4% during the 3rd quarter. JFS Wealth Advisors LLC now owns 297,771 shares of the exchange traded fund’s stock valued at $34,827,000 after acquiring an additional 9,699 shares during the period. Finally, Stephenson & Company Inc. grew its position in shares of iShares Core S&P Small-Cap ETF by 2.8% during the 3rd quarter. Stephenson & Company Inc. now owns 48,815 shares of the exchange traded fund’s stock valued at $5,709,000 after acquiring an additional 1,333 shares during the period.

iShares Core S&P Small-Cap ETF Price Performance

Shares of IJR stock opened at $110.84 on Friday. iShares Core S&P Small-Cap ETF has a 1 year low of $101.85 and a 1 year high of $128.61. The firm has a fifty day moving average price of $116.48 and a 200-day moving average price of $117.30. The company has a market cap of $83.74 billion, a price-to-earnings ratio of 17.05 and a beta of 1.15.

iShares Core S&P Small-Cap ETF Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market.