iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is Sard Wealth Management Group LLC’s 8th Largest Position

Sard Wealth Management Group LLC lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 3.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 67,960 shares of the exchange traded fund’s stock after buying an additional 2,191 shares during the period. iShares Core S&P Small-Cap ETF makes up approximately 4.8% of Sard Wealth Management Group LLC’s investment portfolio, making the stock its 8th biggest holding. Sard Wealth Management Group LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $7,107,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Dana Investment Advisors Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF by 3.1% in the 4th quarter. Dana Investment Advisors Inc. now owns 22,059 shares of the exchange traded fund’s stock valued at $2,542,000 after acquiring an additional 656 shares during the last quarter. Clearwater Capital Advisors LLC lifted its position in iShares Core S&P Small-Cap ETF by 4.1% during the fourth quarter. Clearwater Capital Advisors LLC now owns 12,615 shares of the exchange traded fund’s stock valued at $1,454,000 after purchasing an additional 496 shares during the period. Naples Global Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 9.5% in the first quarter. Naples Global Advisors LLC now owns 58,096 shares of the exchange traded fund’s stock valued at $6,075,000 after purchasing an additional 5,055 shares during the last quarter. Bank of America Corp DE grew its position in iShares Core S&P Small-Cap ETF by 3.4% during the 4th quarter. Bank of America Corp DE now owns 32,066,508 shares of the exchange traded fund’s stock worth $3,694,703,000 after purchasing an additional 1,052,941 shares during the period. Finally, TFC Financial Management Inc. grew its position in iShares Core S&P Small-Cap ETF by 1.5% during the 4th quarter. TFC Financial Management Inc. now owns 15,347 shares of the exchange traded fund’s stock worth $1,768,000 after purchasing an additional 231 shares during the period.

iShares Core S&P Small-Cap ETF Stock Up 1.2%

Shares of IJR stock opened at $107.67 on Friday. iShares Core S&P Small-Cap ETF has a 52-week low of $89.22 and a 52-week high of $128.61. The stock has a market cap of $78.36 billion, a PE ratio of 16.94 and a beta of 1.08. The business has a 50-day simple moving average of $101.50 and a 200-day simple moving average of $110.81.

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.