Roth Financial Partners LLC grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 183,606 shares of the exchange traded fund’s stock after acquiring an additional 3,399 shares during the quarter. iShares Core S&P Small-Cap ETF accounts for approximately 7.6% of Roth Financial Partners LLC’s holdings, making the stock its 4th largest holding. Roth Financial Partners LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $19,197,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Dana Investment Advisors Inc. boosted its holdings in iShares Core S&P Small-Cap ETF by 3.1% in the fourth quarter. Dana Investment Advisors Inc. now owns 22,059 shares of the exchange traded fund’s stock worth $2,542,000 after acquiring an additional 656 shares in the last quarter. Clearwater Capital Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 4.1% in the fourth quarter. Clearwater Capital Advisors LLC now owns 12,615 shares of the exchange traded fund’s stock worth $1,454,000 after acquiring an additional 496 shares in the last quarter. Pathway Financial Advisors LLC boosted its holdings in iShares Core S&P Small-Cap ETF by 29.6% in the first quarter. Pathway Financial Advisors LLC now owns 109,794 shares of the exchange traded fund’s stock worth $11,481,000 after acquiring an additional 25,106 shares in the last quarter. 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 worth $6,075,000 after acquiring an additional 5,055 shares in the last quarter. Finally, Bank of America Corp DE boosted its holdings in iShares Core S&P Small-Cap ETF by 3.4% in the fourth 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 acquiring an additional 1,052,941 shares in the last quarter.
iShares Core S&P Small-Cap ETF Stock Down 1.1%
Shares of NYSEARCA:IJR opened at $105.85 on Wednesday. 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 $77.04 billion, a price-to-earnings ratio of 16.94 and a beta of 1.08. The business has a 50-day moving average price of $103.13 and a 200-day moving average price of $109.86.
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.
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