Dopkins Wealth Management LLC Makes New Investment in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Dopkins Wealth Management LLC purchased a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 2,701 shares of the exchange traded fund’s stock, valued at approximately $311,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Capital City Trust Co. FL increased its holdings in iShares Core S&P Small-Cap ETF by 2.0% during the 3rd quarter. Capital City Trust Co. FL now owns 4,414 shares of the exchange traded fund’s stock worth $516,000 after purchasing an additional 85 shares during the period. Commonwealth Financial Services LLC grew its position in shares of iShares Core S&P Small-Cap ETF by 1.3% during the 4th quarter. Commonwealth Financial Services LLC now owns 6,393 shares of the exchange traded fund’s stock worth $737,000 after buying an additional 85 shares in the last quarter. Bank of New Hampshire grew its position in shares of iShares Core S&P Small-Cap ETF by 2.4% during the 4th quarter. Bank of New Hampshire now owns 3,727 shares of the exchange traded fund’s stock worth $429,000 after buying an additional 88 shares in the last quarter. Clear Harbor Asset Management LLC increased its stake in shares of iShares Core S&P Small-Cap ETF by 2.8% during the fourth quarter. Clear Harbor Asset Management LLC now owns 3,302 shares of the exchange traded fund’s stock valued at $381,000 after buying an additional 90 shares during the period. Finally, Founders Financial Alliance LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF by 2.0% in the fourth quarter. Founders Financial Alliance LLC now owns 4,697 shares of the exchange traded fund’s stock valued at $541,000 after acquiring an additional 91 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

Shares of iShares Core S&P Small-Cap ETF stock opened at $106.12 on Tuesday. The stock has a market cap of $79.63 billion, a price-to-earnings ratio of 15.91 and a beta of 1.16. The firm’s 50-day moving average is $114.27 and its two-hundred day moving average is $116.78. iShares Core S&P Small-Cap ETF has a 1 year low of $101.85 and a 1 year high of $128.61.

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.