Independent Solutions Wealth Management LLC Has $5.23 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Independent Solutions Wealth Management LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 14.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 45,371 shares of the exchange traded fund’s stock after selling 7,449 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 1.1% of Independent Solutions Wealth Management LLC’s holdings, making the stock its 24th largest holding. Independent Solutions Wealth Management LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $5,228,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in IJR. Dana Investment Advisors Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF by 3.1% during the fourth quarter. Dana Investment Advisors Inc. now owns 22,059 shares of the exchange traded fund’s stock worth $2,542,000 after purchasing an additional 656 shares during the period. Clearwater Capital Advisors LLC raised its stake in iShares Core S&P Small-Cap ETF by 4.1% during the 4th quarter. Clearwater Capital Advisors LLC now owns 12,615 shares of the exchange traded fund’s stock worth $1,454,000 after buying an additional 496 shares during the period. TFC Financial Management Inc. grew its stake in iShares Core S&P Small-Cap ETF by 1.5% in the fourth quarter. TFC Financial Management Inc. now owns 15,347 shares of the exchange traded fund’s stock valued at $1,768,000 after acquiring an additional 231 shares during the period. Glenview Trust co grew its stake in iShares Core S&P Small-Cap ETF by 1.5% in the fourth quarter. Glenview Trust co now owns 664,801 shares of the exchange traded fund’s stock valued at $76,598,000 after acquiring an additional 9,553 shares during the period. Finally, Versant Capital Management Inc increased its holdings in shares of iShares Core S&P Small-Cap ETF by 71.9% in the fourth quarter. Versant Capital Management Inc now owns 1,633 shares of the exchange traded fund’s stock worth $188,000 after acquiring an additional 683 shares in the last quarter.

iShares Core S&P Small-Cap ETF Price Performance

NYSEARCA:IJR opened at $106.05 on Friday. The business’s 50-day simple moving average is $113.70 and its 200-day simple moving average is $116.55. iShares Core S&P Small-Cap ETF has a fifty-two week low of $101.85 and a fifty-two week high of $128.61. The stock has a market capitalization of $79.58 billion, a PE ratio of 15.91 and a beta of 1.16.

About iShares Core S&P Small-Cap ETF

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.